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Aevitas Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aevitas 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
Q4 		$462K Buy
3,448
+10
+0.3% +$1.27K 0.27% 76
2022
Q3 		$359K Buy
3,438
+411
+14% +$47.2K 0.27% 83
2022
Q2 		$341K Sell
3,027
-23
-0.8% -$2.85K 0.23% 87
2022
Q1 		$416K Sell
3,050
-143
-4% -$21.1K 0.25% 82
2021
Q4 		$506K Buy
3,193
+86
+3% +$14.1K 0.3% 81
2021
Q3 		$509K Sell
3,107
-17
-0.5% -$2.67K 0.32% 78
2021
Q2 		$486K Buy
3,124
+206
+7% +$32.4K 0.31% 85
2021
Q1 		$444K Sell
2,918
-110
-4% -$15.8K 0.31% 80
2020
Q4 		$385K Buy
3,028
+374
+14% +$41.8K 0.28% 81
2020
Q3 		$255K Buy
2,654
+9
+0.3% +$884 0.21% 91
2020
Q2 		$249K Buy
2,645
+144
+6% +$13.7K 0.23% 89
2020
Q1 		$225K Sell
2,501
-17
-0.7% -$2.06K 0.25% 90
2019
Q4 		$351K Buy
2,518
+7
+0.3% +$898 0.33% 80
2019
Q3 		$295K Sell
2,511
-343
-12% -$38.8K 0.3% 89
2019
Q2 		$319K Buy
2,854
+61
+2% +$6.73K 0.32% 83
2019
Q1 		$282K Buy
2,793
+7
+0.3% +$721 0.25% 90
2018
Q4 		$272K Sell
2,786
-193
-6% -$20.6K 0.28% 82
2018
Q3 		$336K Buy
2,979
+204
+7% +$23.2K 0.3% 80
2018
Q2 		$289K Buy
2,775
+1,255
+83% +$138K 0.28% 83
2018
Q1 		$167K Buy
1,520
+154
+11% +$17.4K 0.17% 108
2017
Q4 		$146K Buy
+1,366
New +$138K 0.14% 114

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aevitas Wealth Management's JPM Position: Q4 2022 in Review

Aevitas Wealth Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q4 2022, buying an estimated $1.27K and bringing the position to 3,448 shares worth $462K. The position accounts for 0.27% of the portfolio, ranked #76.

Aevitas Wealth Management first reported a position in JPM in Q4 2017 and has held it in 21 quarters since. The position peaked at $509K in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Aevitas Wealth Management held 3,448 shares of JPMorgan Chase worth $462K as of Q4 2022.
  • Aevitas Wealth Management bought 10 JPMorgan Chase shares in Q4 2022, an estimated $1.27K.
  • JPMorgan Chase made up 0.27% of Aevitas Wealth Management's portfolio in Q4 2022, its #76 holding.
  • Aevitas Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's JPMorgan Chase position peaked at $509K in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.