Align Wealth Management’s JPMorgan Chase JPM Stock Holding History

Align 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	$323K	Buy	+3,090	New	+$392K	0.27%	22

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Align Wealth Management opened a new position in JPMorgan Chase (JPM) in Q4 2022: 3,090 shares worth $323K. The stake represents 0.27% of the portfolio and ranks #22 among its holdings.

3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Align Wealth Management held 3,090 shares of JPMorgan Chase worth $323K as of Q4 2022.
JPMorgan Chase was a new Align Wealth Management position in Q4 2022.
JPMorgan Chase made up 0.27% of Align Wealth Management's portfolio in Q4 2022, its #22 holding.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.