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All Season Financial Advisors’s JPMorgan Chase JPM Stock Holding History

All Season Financial Advisors’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 		– Sell
-4,323
Closed -$563K – 114
2023
Q1 		$563K Buy
4,323
+1,233
+40% +$169K 0.51% 50
2022
Q4 		$414K Sell
3,090
-743
-19% -$94.1K 0.37% 66
2022
Q3 		$401K Buy
+3,833
New +$440K 0.44% 46
2022
Q1 		– Sell
-2,696
Closed -$427K – 158
2021
Q4 		$427K Sell
2,696
-49
-2% -$8.05K 0.3% 76
2021
Q3 		$449K Sell
2,745
-101
-4% -$15.8K 0.36% 61
2021
Q2 		$443K Buy
+2,846
New +$447K 0.32% 65

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

All Season Financial Advisors's JPM Position: Q2 2023 in Review

All Season Financial Advisors sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 4,323 shares — an estimated $563K sold.

All Season Financial Advisors first reported a position in JPM in Q2 2021 and held it in 6 quarters. The position peaked at $563K in Q1 2023. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • All Season Financial Advisors reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 4,323 JPMorgan Chase shares in Q2 2023, an estimated $563K.
  • All Season Financial Advisors first reported a position in JPMorgan Chase in Q2 2021 and held it in 6 quarters.
  • All Season Financial Advisors's JPMorgan Chase position peaked at $563K in Q1 2023.
  • 3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on All Season Financial Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.