Baldrige Asset Management’s JPMorgan Chase JPM Stock Holding History

Baldrige Asset 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	$121K	Hold	931	–	–	0.05%	137
2022 Q4	$125K	Buy	931 +23	+3%	+$2.91K	0.06%	128
2022 Q3	$95K	Hold	908	–	–	0.05%	135
2022 Q2	$102K	Hold	908	–	–	0.05%	134
2022 Q1	$124K	Hold	908	–	–	0.05%	128
2021 Q4	$144K	Sell	908 -44	-5%	-$7.23K	0.06%	121
2021 Q3	$156K	Sell	952 -44	-4%	-$6.9K	0.07%	111
2021 Q2	$155K	Buy	+996	New	+$156K	0.07%	110
2020 Q1	–	Sell	-1,013	Closed	-$141K	–	77
2019 Q4	$141K	Hold	1,013	–	–	0.12%	73
2019 Q3	$119K	Buy	+1,013	New	+$115K	0.11%	68

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Baldrige Asset Management's JPM Position: Q1 2023 in Review

Baldrige Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2023 at 931 shares worth $121K. The position accounts for 0.05% of the portfolio, ranked #137.

Baldrige Asset Management first reported a position in JPM in Q3 2019 and has held it in 10 quarters since. The position peaked at $156K in Q3 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Baldrige Asset Management held 931 shares of JPMorgan Chase worth $121K as of Q1 2023.
Baldrige Asset Management left its JPMorgan Chase share count unchanged in Q1 2023.
JPMorgan Chase made up 0.05% of Baldrige Asset Management's portfolio in Q1 2023, its #137 holding.
Baldrige Asset Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 10 quarters since.
Baldrige Asset Management's JPMorgan Chase position peaked at $156K in Q3 2021.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.