AW
JPM icon

ACG Wealth’s JPMorgan Chase JPM Stock Holding History

ACG Wealth’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
2021
Q2 		– Sell
-200
Closed -$30K – 333
2021
Q1 		$30K Buy
+200
New +$28.8K ﹤0.01% 308

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACG Wealth's JPM Position: Q3 2022 in Review

ACG Wealth reduced its JPMorgan Chase (JPM) stake by 0.97% in Q3 2022, selling an estimated $28.6K and leaving 25,355 shares worth $2.65M. The position accounts for 0.61% of the portfolio, ranked #48.

ACG Wealth first reported a position in JPM in Q3 2015 and has held it in 29 quarters since. The position peaked at $8.64M in Q2 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • ACG Wealth held 25,355 shares of JPMorgan Chase worth $2.65M as of Q3 2022.
  • ACG Wealth sold 249 JPMorgan Chase shares in Q3 2022, an estimated $28.6K.
  • JPMorgan Chase made up 0.61% of ACG Wealth's portfolio in Q3 2022, its #48 holding.
  • ACG Wealth first reported a position in JPMorgan Chase in Q3 2015 and has held it in 29 quarters since.
  • ACG Wealth's JPMorgan Chase position peaked at $8.64M in Q2 2019.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.