Adams Chetwood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$550K	Buy	4,033 +161	+4%	+$23.8K	0.31%	52
2021 Q4	$613K	Sell	3,872 -63	-2%	-$10.3K	0.42%	49
2021 Q3	$644K	Buy	3,935 +65	+2%	+$10.2K	0.47%	47
2021 Q2	$602K	Buy	3,870 +67	+2%	+$10.5K	0.42%	47
2021 Q1	$579K	Buy	3,803 +65	+2%	+$9.35K	0.44%	49
2020 Q4	$475K	Buy	3,738 +2	+0.1%	+$224	0.39%	48
2020 Q3	$360K	Buy	3,736 +2	+0.1%	+$196	0.35%	56
2020 Q2	$351K	Hold	3,734	–	–	0.36%	55
2020 Q1	$346K	Buy	3,734 +4	+0.1%	+$486	0.4%	50
2019 Q4	$520K	Buy	+3,730	New	+$478K	0.53%	38

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adams Chetwood Wealth Management's JPM Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2022, buying an estimated $23.8K and bringing the position to 4,033 shares worth $550K. The position accounts for 0.31% of the portfolio, ranked #52.

Adams Chetwood Wealth Management first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $644K in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Adams Chetwood Wealth Management held 4,033 shares of JPMorgan Chase worth $550K as of Q1 2022.
Adams Chetwood Wealth Management bought 161 JPMorgan Chase shares in Q1 2022, an estimated $23.8K.
JPMorgan Chase made up 0.31% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #52 holding.
Adams Chetwood Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's JPMorgan Chase position peaked at $644K in Q3 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.