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Arbor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Arbor 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
2021
Q4 		$487K Buy
3,073
+453
+17% +$74.4K 0.11% 36
2021
Q3 		$429K Buy
2,620
+1,232
+89% +$193K 0.1% 33
2021
Q2 		$216K Buy
+1,388
New +$218K 0.05% 49
2020
Q1 		– Sell
-5,220
Closed -$728K – 46
2019
Q4 		$728K Buy
5,220
+184
+4% +$23.6K 0.3% 43
2019
Q3 		$593K Sell
5,036
-552
-10% -$62.4K 0.31% 40
2019
Q2 		$625K Buy
5,588
+168
+3% +$18.5K 0.34% 40
2019
Q1 		$549K Sell
5,420
-281
-5% -$28.9K 0.33% 44
2018
Q4 		$557K Buy
5,701
+500
+10% +$53.3K 0.49% 38
2018
Q3 		$586K Hold
5,201
– – 0.46% 44
2018
Q2 		$594K Buy
5,201
+10
+0.2% +$1.1K 0.46% 47
2018
Q1 		$591K Sell
5,191
-1,281
-20% -$145K 0.5% 44
2017
Q4 		$692K Sell
6,472
-296
-4% -$30K 0.53% 46
2017
Q3 		$658K Sell
6,768
-2,260
-25% -$208K 0.56% 43
2017
Q2 		$825K Sell
9,028
-717
-7% -$61.9K 0.78% 37
2017
Q1 		$847K Sell
9,745
-190
-2% -$16.8K 0.75% 41
2016
Q4 		$880 Buy
9,935
+42
+0.4% +$3.2K 0.69% 43
2016
Q3 		$667K Sell
9,893
-122
-1% -$7.96K 0.57% 47
2016
Q2 		$638K Hold
10,015
– – 0.6% 42
2016
Q1 		$619K Sell
10,015
-55
-0.5% -$3.21K 0.64% 37
2015
Q4 		$561K Buy
+10,070
New +$656K 0.61% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arbor Wealth Management's JPM Position: Q4 2021 in Review

Arbor Wealth Management increased its JPMorgan Chase (JPM) stake by 17% in Q4 2021, buying an estimated $74.4K and bringing the position to 3,073 shares worth $487K. The position accounts for 0.11% of the portfolio, ranked #36.

Arbor Wealth Management first reported a position in JPM in Q4 2015 and has held it in 20 quarters since. The position peaked at $847K in Q1 2017. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Arbor Wealth Management held 3,073 shares of JPMorgan Chase worth $487K as of Q4 2021.
  • Arbor Wealth Management bought 453 JPMorgan Chase shares in Q4 2021, an estimated $74.4K.
  • JPMorgan Chase made up 0.11% of Arbor Wealth Management's portfolio in Q4 2021, its #36 holding.
  • Arbor Wealth Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 20 quarters since.
  • Arbor Wealth Management's JPMorgan Chase position peaked at $847K in Q1 2017.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.