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Advisor Partners II’s JPMorgan Chase JPM Stock Holding History

Advisor Partners II’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 		$26.5M Buy
182,619
+13,339
+8% +$2M 1.06% 11
2023
Q2 		$24.6M Buy
169,280
+26,490
+19% +$3.64M 1.15% 10
2023
Q1 		$18.6M Buy
142,790
+7,239
+5% +$992K 1.03% 9
2022
Q4 		$18.2M Buy
135,551
+14,735
+12% +$1.87M 1.13% 8
2022
Q3 		$12.6M Buy
+120,816
New +$13.9M 0.95% 12

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

Advisor Partners II's JPM Position: Q3 2023 in Review

Advisor Partners II increased its JPMorgan Chase (JPM) stake by 7.9% in Q3 2023, buying an estimated $2M and bringing the position to 182,619 shares worth $26.5M. The position accounts for 1.06% of the portfolio, ranked #11.

Advisor Partners II first reported a position in JPM in Q3 2022 and has held it in 5 quarters since. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Advisor Partners II held 182,619 shares of JPMorgan Chase worth $26.5M as of Q3 2023.
  • Advisor Partners II bought 13,339 JPMorgan Chase shares in Q3 2023, an estimated $2M.
  • JPMorgan Chase made up 1.06% of Advisor Partners II's portfolio in Q3 2023, its #11 holding.
  • Advisor Partners II first reported a position in JPMorgan Chase in Q3 2022 and has held it in 5 quarters since.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.