Asset Management Resources’s JPMorgan Chase JPM Stock Holding History

Asset Management Resources’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 Q4	$242K	Sell	1,423 -308	-18%	-$46.7K	0.14%	45
2023 Q3	$251K	Sell	1,731 -141	-8%	-$21.1K	0.16%	50
2023 Q2	$272K	Buy	1,872 +46	+3%	+$6.33K	0.17%	46
2023 Q1	$238K	Sell	1,826 -719	-28%	-$98.5K	0.15%	49
2022 Q4	$341K	Buy	2,545 +1	+0%	+$127	0.23%	36
2022 Q3	$266K	Buy	2,544 +545	+27%	+$62.5K	0.26%	40
2022 Q2	$225K	Buy	1,999 +39	+2%	+$4.83K	0.19%	45
2022 Q1	$267K	Buy	1,960 +70	+4%	+$10.3K	0.22%	46
2021 Q4	$299K	Buy	+1,890	New	+$310K	0.26%	42

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Asset Management Resources's JPM Position: Q4 2023 in Review

Asset Management Resources reduced its JPMorgan Chase (JPM) stake by 18% in Q4 2023, selling an estimated $46.7K and leaving 1,423 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #45.

Asset Management Resources first reported a position in JPM in Q4 2021 and has held it in 9 quarters since. The position peaked at $341K in Q4 2022. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Asset Management Resources held 1,423 shares of JPMorgan Chase worth $242K as of Q4 2023.
Asset Management Resources sold 308 JPMorgan Chase shares in Q4 2023, an estimated $46.7K.
JPMorgan Chase made up 0.14% of Asset Management Resources's portfolio in Q4 2023, its #45 holding.
Asset Management Resources first reported a position in JPMorgan Chase in Q4 2021 and has held it in 9 quarters since.
Asset Management Resources's JPMorgan Chase position peaked at $341K in Q4 2022.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Asset Management Resources's 13F filing for Q4 2023, filed 25 Jan 2024.