Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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ACWM
Adams Chetwood Wealth Management’s
JPMorgan Chase
JPM
Stock Holding History
Adams Chetwood Wealth Management’s Portfolio
JPM Stock Details
JPM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
$550K
Buy
2021
Q4
$613K
Sell
2021
Q3
$644K
Buy
2021
Q2
$602K
Buy
2021
Q1
$579K
Buy
2020
Q4
$475K
Buy
2020
Q3
$360K
Buy
2020
Q2
$351K
Hold
2020
Q1
$346K
Buy
2019
Q4
$520K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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