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Andesa Financial Management’s JPMorgan Chase JPM Stock Holding History

Andesa Financial 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
2023
Q1 		$4.86M Buy
62,415
+31,169
+100% +$4.27M 2.49% 6
2022
Q4 		$4.19M Sell
31,246
-25,673
-45% -$3.25M 2.29% 6
2022
Q3 		$5.94M Buy
56,919
+27,633
+94% +$3.17M 2.08% 9
2022
Q2 		$3.3M Sell
29,286
-1,679
-5% -$208K 2.08% 9
2022
Q1 		$4.22M Sell
30,965
-726
-2% -$107K 2.28% 8
2021
Q4 		$5.02M Buy
31,691
+608
+2% +$99.8K 2.47% 6
2021
Q3 		$5.09M Sell
31,083
-25,844
-45% -$4.05M 2.77% 5
2021
Q2 		$8.86M Sell
56,927
-767
-1% -$120K 2.67% 7
2021
Q1 		$8.78M Buy
57,694
+24,518
+74% +$3.53M 2.86% 6
2020
Q4 		$4.21M Sell
33,176
-30,328
-48% -$3.39M 2.76% 5
2020
Q3 		$6.11M Buy
63,504
+27,836
+78% +$2.73M 2.52% 10
2020
Q2 		$3.35M Buy
35,668
+1,972
+6% +$187K 2.98% 4
2020
Q1 		$3.04M Sell
33,696
-1,648
-5% -$200K 3.4% 4
2019
Q4 		$4.93M Sell
35,344
-300
-0.8% -$38.5K 4.3% 3
2019
Q3 		$4.19M Sell
35,644
-776
-2% -$87.8K 4.06% 3
2019
Q2 		$4.08M Sell
36,420
-34,438
-49% -$3.8M 3.86% 2
2019
Q1 		$7.17M Buy
70,858
+36,952
+109% +$3.81M 3.54% 3
2018
Q4 		$3.31M Buy
33,906
+10,321
+44% +$1.1M 3.94% 2
2018
Q3 		$2.66M Buy
23,585
+150
+0.6% +$17K 4.08% 3
2018
Q2 		$2.45M Buy
23,435
+20
+0.1% +$2.19K 3.95% 3
2018
Q1 		$2.57M Sell
23,415
-920
-4% -$104K 4.25% 2
2017
Q4 		$2.6M Buy
+24,335
New +$2.46M 3.85% 3

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
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

Andesa Financial Management's JPM Position: Q1 2023 in Review

Andesa Financial Management increased its JPMorgan Chase (JPM) stake by 100% in Q1 2023, buying an estimated $4.27M and bringing the position to 62,415 shares worth $4.86M. The position accounts for 2.49% of the portfolio, ranked #6.

Andesa Financial Management first reported a position in JPM in Q4 2017 and has held it in 22 quarters since. The position peaked at $8.86M in Q2 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Andesa Financial Management held 62,415 shares of JPMorgan Chase worth $4.86M as of Q1 2023.
  • Andesa Financial Management bought 31,169 JPMorgan Chase shares in Q1 2023, an estimated $4.27M.
  • JPMorgan Chase made up 2.49% of Andesa Financial Management's portfolio in Q1 2023, its #6 holding.
  • Andesa Financial Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 22 quarters since.
  • Andesa Financial Management's JPMorgan Chase position peaked at $8.86M in Q2 2021.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.