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Ahrens Investment Partners’s JPMorgan Chase JPM Stock Holding History

Ahrens Investment Partners’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
Q1 		$1.34M Sell
10,307
-1,706
-14% -$234K 0.67% 33
2022
Q4 		$1.61M Sell
12,013
-2,387
-17% -$302K 0.73% 40
2022
Q3 		$1.5M Buy
14,400
+1,100
+8% +$126K 0.79% 34
2022
Q2 		$1.5M Buy
13,300
+217
+2% +$26.9K 0.66% 36
2022
Q1 		$1.78M Buy
13,083
+275
+2% +$40.6K 0.56% 45
2021
Q4 		$2.03M Buy
12,808
+380
+3% +$62.4K 0.9% 20
2021
Q3 		$2.03M Buy
12,428
+617
+5% +$96.7K 0.97% 26
2021
Q2 		$1.84M Buy
11,811
+1,369
+13% +$215K 0.85% 29
2021
Q1 		$1.59M Buy
10,442
+58
+0.6% +$8.34K 0.8% 32
2020
Q4 		$1.32M Buy
10,384
+199
+2% +$22.2K 0.71% 41
2020
Q3 		$981K Sell
10,185
-1,148
-10% -$113K 0.65% 37
2020
Q2 		$1.07M Buy
11,333
+13
+0.1% +$1.23K 0.65% 42
2020
Q1 		$1.02M Buy
11,320
+38
+0.3% +$4.62K 0.73% 37
2019
Q4 		$1.57M Buy
11,282
+204
+2% +$26.2K 0.65% 37
2019
Q3 		$1.3M Buy
11,078
+93
+0.8% +$10.5K 0.58% 42
2019
Q2 		$1.23M Buy
10,985
+23
+0.2% +$2.54K 0.56% 42
2019
Q1 		$1.11M Buy
10,962
+1,770
+19% +$182K 0.51% 46
2018
Q4 		$897K Sell
9,192
-14
-0.2% -$1.49K 0.42% 56
2018
Q3 		$1.04M Sell
9,206
-96
-1% -$10.9K 0.39% 58
2018
Q2 		$969K Sell
9,302
-56
-0.6% -$6.14K 0.41% 57
2018
Q1 		$1.03M Sell
9,358
-41
-0.4% -$4.64K 0.44% 52
2017
Q4 		$1M Buy
9,399
+103
+1% +$10.4K 0.41% 56
2017
Q3 		$888K Buy
9,296
+224
+2% +$20.7K 0.38% 54
2017
Q2 		$829K Sell
9,072
-994
-10% -$85.8K 0.36% 57
2017
Q1 		$884K Buy
10,066
+215
+2% +$19K 0.42% 51
2016
Q4 		$850K Buy
+9,851
New +$751K 0.45% 51

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

Ahrens Investment Partners's JPM Position: Q1 2023 in Review

Ahrens Investment Partners reduced its JPMorgan Chase (JPM) stake by 14% in Q1 2023, selling an estimated $234K and leaving 10,307 shares worth $1.34M. The position accounts for 0.67% of the portfolio, ranked #33.

Ahrens Investment Partners first reported a position in JPM in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.03M in Q3 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Ahrens Investment Partners held 10,307 shares of JPMorgan Chase worth $1.34M as of Q1 2023.
  • Ahrens Investment Partners sold 1,706 JPMorgan Chase shares in Q1 2023, an estimated $234K.
  • JPMorgan Chase made up 0.67% of Ahrens Investment Partners's portfolio in Q1 2023, its #33 holding.
  • Ahrens Investment Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's JPMorgan Chase position peaked at $2.03M in Q3 2021.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.