ARS
JPM icon

Adirondack Retirement Specialists’s JPMorgan Chase JPM Stock Holding History

Adirondack Retirement Specialists’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
2023
Q3 		– Sell
-37
Closed -$5.38K – 76
2023
Q2 		$5.38K Sell
37
-189
-84% -$26K ﹤0.01% 67
2023
Q1 		$29K Buy
226
+189
+511% +$25.9K 0.02% 48
2022
Q4 		$4.96K Hold
37
– – 0.01% 65
2022
Q3 		$4K Buy
+37
New +$4.25K ﹤0.01% 74

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Adirondack Retirement Specialists's JPM Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 37 shares — an estimated $5.38K sold.

Adirondack Retirement Specialists first reported a position in JPM in Q3 2022 and held it in 4 quarters. The position peaked at $29K in Q1 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 37 JPMorgan Chase shares in Q3 2023, an estimated $5.38K.
  • Adirondack Retirement Specialists first reported a position in JPMorgan Chase in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's JPMorgan Chase position peaked at $29K in Q1 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.