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Altium Wealth Management’s JPMorgan Chase JPM Stock Holding History

Altium 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
Q2 		$7.13M Buy
63,341
+1,190
+2% +$147K 0.51% 32
2022
Q1 		$8.47M Buy
62,151
+3,948
+7% +$583K 0.55% 28
2021
Q4 		$9.22M Buy
58,203
+4,651
+9% +$764K 0.59% 23
2021
Q3 		$8.77M Buy
53,552
+893
+2% +$140K 0.63% 23
2021
Q2 		$8.19M Sell
52,659
-3,068
-6% -$482K 0.6% 23
2021
Q1 		$8.48M Buy
55,727
+5,334
+11% +$767K 0.68% 22
2020
Q4 		$6.4M Sell
50,393
-2,141
-4% -$239K 0.57% 22
2020
Q3 		$5.06M Sell
52,534
-1,315
-2% -$129K 0.53% 25
2020
Q2 		$5.07M Buy
53,849
+255
+0.5% +$24.2K 0.57% 22
2020
Q1 		$4.83M Buy
53,594
+8,458
+19% +$1.03M 0.66% 21
2019
Q4 		$6.29M Buy
45,136
+2,113
+5% +$271K 0.75% 19
2019
Q3 		$5.06M Buy
43,023
+1,992
+5% +$225K 0.68% 19
2019
Q2 		$4.59M Buy
41,031
+1,867
+5% +$206K 0.67% 21
2019
Q1 		$3.96M Buy
39,164
+2,156
+6% +$222K 0.63% 20
2018
Q4 		$3.61M Sell
37,008
-4,679
-11% -$499K 0.69% 19
2018
Q3 		$4.7M Sell
41,687
-5,813
-12% -$660K 0.9% 19
2018
Q2 		$4.95M Buy
47,500
+30,358
+177% +$3.33M 1.32% 16
2018
Q1 		$1.89M Buy
17,142
+2,452
+17% +$278K 0.74% 25
2017
Q4 		$1.57M Buy
+14,690
New +$1.49M 0.72% 30

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altium Wealth Management's JPM Position: Q2 2022 in Review

Altium Wealth Management increased its JPMorgan Chase (JPM) stake by 1.9% in Q2 2022, buying an estimated $147K and bringing the position to 63,341 shares worth $7.13M. The position accounts for 0.51% of the portfolio, ranked #32.

Altium Wealth Management first reported a position in JPM in Q4 2017 and has held it in 19 quarters since. The position peaked at $9.22M in Q4 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Altium Wealth Management held 63,341 shares of JPMorgan Chase worth $7.13M as of Q2 2022.
  • Altium Wealth Management bought 1,190 JPMorgan Chase shares in Q2 2022, an estimated $147K.
  • JPMorgan Chase made up 0.51% of Altium Wealth Management's portfolio in Q2 2022, its #32 holding.
  • Altium Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's JPMorgan Chase position peaked at $9.22M in Q4 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.