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American Portfolios Advisors’s JPMorgan Chase JPM Stock Holding History

American Portfolios 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
2022
Q3 		$9.49M Buy
90,859
+4,259
+5% +$489K 0.4% 40
2022
Q2 		$9.75M Buy
86,600
+483
+0.6% +$59.8K 0.4% 42
2022
Q1 		$11.7M Buy
86,117
+636
+0.7% +$93.9K 0.4% 40
2021
Q4 		$13.5M Buy
85,481
+5,993
+8% +$984K 0.46% 32
2021
Q3 		$13M Sell
79,488
-4,717
-6% -$740K 0.49% 28
2021
Q2 		$13.1M Buy
84,205
+5,326
+7% +$836K 0.51% 25
2021
Q1 		$12M Buy
78,879
+13,827
+21% +$1.99M 0.52% 28
2020
Q4 		$8.27M Buy
65,052
+1,175
+2% +$131K 0.42% 36
2020
Q3 		$6.15M Sell
63,877
-65
-0.1% -$6.38K 0.35% 45
2020
Q2 		$6.01M Sell
63,942
-13,038
-17% -$1.24M 0.39% 44
2020
Q1 		$6.93M Sell
76,980
-32,435
-30% -$3.94M 0.58% 29
2019
Q4 		$15.3M Buy
109,415
+31,554
+41% +$4.05M 1.08% 11
2019
Q3 		$9.16M Sell
77,861
-2,429
-3% -$275K 0.75% 18
2019
Q2 		$8.98M Sell
80,290
-80
-0.1% -$8.82K 0.76% 17
2019
Q1 		$8.14M Buy
80,370
+5,455
+7% +$562K 0.77% 17
2018
Q4 		$7.31M Buy
74,915
+9,210
+14% +$981K 0.9% 14
2018
Q3 		$7.41M Buy
65,705
+14,752
+29% +$1.67M 0.85% 15
2018
Q2 		$5.31M Sell
50,953
-5,222
-9% -$573K 0.72% 22
2018
Q1 		$6.18M Buy
56,175
+15,054
+37% +$1.7M 0.92% 15
2017
Q4 		$4.4M Buy
+41,121
New +$4.16M 0.7% 23

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Portfolios Advisors's JPM Position: Q3 2022 in Review

American Portfolios Advisors increased its JPMorgan Chase (JPM) stake by 4.9% in Q3 2022, buying an estimated $489K and bringing the position to 90,859 shares worth $9.49M. The position accounts for 0.4% of the portfolio, ranked #40.

American Portfolios Advisors first reported a position in JPM in Q4 2017 and has held it in 20 quarters since. The position peaked at $15.3M in Q4 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • American Portfolios Advisors held 90,859 shares of JPMorgan Chase worth $9.49M as of Q3 2022.
  • American Portfolios Advisors bought 4,259 JPMorgan Chase shares in Q3 2022, an estimated $489K.
  • JPMorgan Chase made up 0.4% of American Portfolios Advisors's portfolio in Q3 2022, its #40 holding.
  • American Portfolios Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's JPMorgan Chase position peaked at $15.3M in Q4 2019.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.