Baystate Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.63M | Sell |
9,575
-1,482
| -13% | -$225K | 0.12% | 70 |
|
|
2023
Q3 | $1.6M | Buy |
11,057
+1,258
| +13% | +$189K | 0.13% | 61 |
|
|
2023
Q2 | $1.43M | Buy |
9,799
+1,076
| +12% | +$148K | 0.12% | 69 |
|
|
2023
Q1 | $1.14M | Sell |
8,723
-943
| -10% | -$129K | 0.1% | 81 |
|
|
2022
Q4 | $1.3M | Buy |
9,666
+742
| +8% | +$94K | 0.12% | 80 |
|
|
2022
Q3 | $933K | Sell |
8,924
-369
| -4% | -$42.3K | 0.1% | 84 |
|
|
2022
Q2 | $1.05M | Buy |
9,293
+574
| +7% | +$71.1K | 0.1% | 77 |
|
|
2022
Q1 | $1.19M | Buy |
8,719
+36
| +0.4% | +$5.31K | 0.1% | 69 |
|
|
2021
Q4 | $1.38M | Buy |
8,683
+1,639
| +23% | +$269K | 0.12% | 60 |
|
|
2021
Q3 | $1.15M | Buy |
7,044
+247
| +4% | +$38.7K | 0.11% | 59 |
|
|
2021
Q2 | $1.06M | Buy |
6,797
+520
| +8% | +$81.7K | 0.1% | 66 |
|
|
2021
Q1 | $956K | Buy |
6,277
+723
| +13% | +$104K | 0.1% | 64 |
|
|
2020
Q4 | $706K | Buy |
5,554
+347
| +7% | +$38.8K | 0.08% | 67 |
|
|
2020
Q3 | $501K | Sell |
5,207
-2,328
| -31% | -$229K | 0.06% | 76 |
|
|
2020
Q2 | $709K | Buy |
7,535
+691
| +10% | +$65.6K | 0.08% | 57 |
|
|
2020
Q1 | $616K | Sell |
6,844
-249
| -4% | -$30.3K | 0.08% | 53 |
|
|
2019
Q4 | $989K | Buy |
7,093
+684
| +11% | +$87.7K | 0.12% | 40 |
|
|
2019
Q3 | $754K | Sell |
6,409
-218
| -3% | -$24.7K | 0.1% | 41 |
|
|
2019
Q2 | $753K | Sell |
6,627
-349
| -5% | -$38.5K | 0.1% | 44 |
|
|
2019
Q1 | $792K | Buy |
6,976
+389
| +6% | +$40.1K | 0.1% | 42 |
|
|
2018
Q4 | $689K | Sell |
6,587
-446
| -6% | -$47.5K | 0.1% | 42 |
|
|
2018
Q3 | $784K | Buy |
7,033
+599
| +9% | +$68K | 0.14% | 37 |
|
|
2018
Q2 | $685K | Sell |
6,434
-77
| -1% | -$8.45K | 0.1% | 38 |
|
|
2018
Q1 | $722K | Buy |
6,511
+4,823
| +286% | +$546K | 0.11% | 37 |
|
|
2017
Q4 | $879K | Sell |
1,688
-6,130
| -78% | -$621K | 0.13% | 33 |
|
|
2017
Q3 | $754K | Buy |
7,818
+162
| +2% | +$14.9K | 0.13% | 32 |
|
|
2017
Q2 | $700K | Buy |
7,656
+469
| +7% | +$40.5K | 0.13% | 33 |
|
|
2017
Q1 | $614K | Buy |
7,187
+2,448
| +52% | +$216K | 0.12% | 36 |
|
|
2016
Q4 | $412K | Buy |
4,739
+267
| +6% | +$20.4K | 0.08% | 40 |
|
|
2016
Q3 | $298K | Buy |
4,472
+629
| +16% | +$41K | 0.06% | 42 |
|
|
2016
Q2 | $239K | Sell |
3,843
-29
| -0.7% | -$1.81K | 0.05% | 50 |
|
|
2016
Q1 | $229K | Buy |
3,872
+288
| +8% | +$16.8K | 0.05% | 50 |
|
|
2015
Q4 | $237K | Sell |
3,584
-48
| -1% | -$3.13K | 0.05% | 44 |
|
|
2015
Q3 | $221K | Buy |
3,632
+675
| +23% | +$44.2K | 0.06% | 49 |
|
|
2015
Q2 | $200K | Buy |
+2,957
| New | +$193K | 0.05% | 55 |
|
|
2013
Q3 | – | Sell |
-341
| Closed | -$18K | – | 134 |
|
|
2013
Q2 | $18K | Buy |
+341
| New | +$17.3K | 0.01% | 161 |
|
Other funds holding JPM
Baystate Wealth Management's JPM Position: Q4 2023 in Review
Baystate Wealth Management reduced its JPMorgan Chase (JPM) stake by 13% in Q4 2023, selling an estimated $225K and leaving 9,575 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #70.
Baystate Wealth Management first reported a position in JPM in Q2 2013 and has held it in 36 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- Baystate Wealth Management held 9,575 shares of JPMorgan Chase worth $1.63M as of Q4 2023.
- Baystate Wealth Management sold 1,482 JPMorgan Chase shares in Q4 2023, an estimated $225K.
- JPMorgan Chase made up 0.12% of Baystate Wealth Management's portfolio in Q4 2023, its #70 holding.
- Baystate Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 36 quarters since.
- 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.