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1620 Investment Advisors’s JPMorgan Chase JPM Stock Holding History

1620 Investment Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.82M Sell
8,618
-262
-3% -$81.4K 1.75% 9
2026
Q1 		$2.61M Sell
8,880
-17
-0.2% -$5.16K 1.77% 7
2025
Q4 		$2.87M Sell
8,897
-1,000
-10% -$310K 1.91% 8
2025
Q3 		$3.12M Sell
9,897
-510
-5% -$152K 2.12% 4
2025
Q2 		$3.02M Buy
10,407
+39
+0.4% +$9.95K 2.14% 5
2025
Q1 		$2.54M Sell
10,368
-39
-0.4% -$9.94K 1.95% 6
2024
Q4 		$2.49M Sell
10,407
-174
-2% -$40.5K 1.89% 6
2024
Q3 		$2.23M Sell
10,581
-1,908
-15% -$402K 1.61% 8
2024
Q2 		$2.53M Buy
12,489
+2
+0% +$391 1.94% 6
2024
Q1 		$2.5M Buy
12,487
+241
+2% +$43.5K 2.51% 5
2023
Q4 		$2.08M Sell
12,246
-427
-3% -$64.7K 2.28% 6
2023
Q3 		$1.84M Buy
+12,673
New +$1.9M 2.08% 8
2023
Q2 		– Sell
-9,355
Closed -$1.22M – 146
2023
Q1 		$1.22M Buy
9,355
+168
+2% +$23K 1.47% 17
2022
Q4 		$1.23M Buy
9,187
+207
+2% +$26.2K 1.49% 14
2022
Q3 		$938K Buy
8,980
+71
+0.8% +$8.15K 1.38% 18
2022
Q2 		$1M Buy
8,909
+649
+8% +$80.4K 1.38% 15
2022
Q1 		$1.31M Hold
8,260
– – 1.42% 15
2021
Q4 		$1.31M Buy
+8,260
New +$1.36M 1.46% 15

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM