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AJ Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

AJ Wealth Strategies’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
Q2 		$3.04M Buy
20,894
+346
+2% +$47.6K 0.15% 73
2023
Q1 		$2.68M Sell
20,548
-44,809
-69% -$6.14M 0.14% 74
2022
Q4 		$8.76M Buy
65,357
+348
+0.5% +$44.1K 0.46% 36
2022
Q3 		$6.79M Buy
65,009
+38,415
+144% +$4.41M 0.4% 38
2022
Q2 		$3M Sell
26,594
-465
-2% -$57.6K 0.16% 66
2022
Q1 		$3.69M Buy
27,059
+5
+0% +$738 0.18% 73
2021
Q4 		$4.28M Sell
27,054
-37,914
-58% -$6.23M 0.2% 55
2021
Q3 		$10.6M Buy
64,968
+824
+1% +$129K 0.57% 28
2021
Q2 		$9.98M Sell
64,144
-2,969
-4% -$466K 0.6% 20
2021
Q1 		$10.2M Buy
67,113
+39,390
+142% +$5.67M 0.73% 18
2020
Q4 		$3.52M Buy
27,723
+973
+4% +$109K 0.31% 37
2020
Q3 		$2.58M Sell
26,750
-52
-0.2% -$5.11K 0.26% 43
2020
Q2 		$2.52M Buy
26,802
+4,711
+21% +$447K 0.28% 41
2020
Q1 		$1.99M Buy
22,091
+17,571
+389% +$2.13M 0.27% 39
2019
Q4 		$630K Hold
4,520
– – 0.07% 70
2019
Q3 		$532K Sell
4,520
-1,983
-30% -$224K 0.07% 71
2019
Q2 		$727K Sell
6,503
-2,396
-27% -$264K 0.11% 59
2019
Q1 		$901K Buy
8,899
+286
+3% +$29.5K 0.15% 51
2018
Q4 		$841K Buy
8,613
+284
+3% +$30.3K 0.16% 48
2018
Q3 		$940K Buy
8,329
+185
+2% +$21K 0.17% 45
2018
Q2 		$835K Sell
8,144
-3,068
-27% -$337K 0.17% 47
2018
Q1 		$1.23M Buy
11,212
+52
+0.5% +$5.89K 0.29% 39
2017
Q4 		$1.19M Buy
+11,160
New +$1.13M 0.3% 42

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
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

AJ Wealth Strategies's JPM Position: Q2 2023 in Review

AJ Wealth Strategies increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2023, buying an estimated $47.6K and bringing the position to 20,894 shares worth $3.04M. The position accounts for 0.15% of the portfolio, ranked #73.

AJ Wealth Strategies first reported a position in JPM in Q4 2017 and has held it in 23 quarters since. The position peaked at $10.6M in Q3 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • AJ Wealth Strategies held 20,894 shares of JPMorgan Chase worth $3.04M as of Q2 2023.
  • AJ Wealth Strategies bought 346 JPMorgan Chase shares in Q2 2023, an estimated $47.6K.
  • JPMorgan Chase made up 0.15% of AJ Wealth Strategies's portfolio in Q2 2023, its #73 holding.
  • AJ Wealth Strategies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 23 quarters since.
  • AJ Wealth Strategies's JPMorgan Chase position peaked at $10.6M in Q3 2021.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.