BWA
JPM icon

BDO Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

BDO Wealth Advisors’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
Q2 		$6.72M Buy
46,224
+292
+0.6% +$40.2K 0.77% 25
2023
Q1 		$5.99M Buy
45,932
+1,050
+2% +$144K 0.73% 24
2022
Q4 		$6.02M Buy
44,882
+814
+2% +$103K 0.75% 25
2022
Q3 		$4.61M Buy
44,068
+910
+2% +$104K 0.61% 30
2022
Q2 		$4.86M Sell
43,158
-1,195
-3% -$148K 0.6% 30
2022
Q1 		$6.05M Buy
44,353
+733
+2% +$108K 0.65% 29
2021
Q4 		$6.91M Buy
43,620
+541
+1% +$88.8K 0.73% 25
2021
Q3 		$7.05M Sell
43,079
-461
-1% -$72.3K 0.78% 26
2021
Q2 		$6.77M Sell
43,540
-1,014
-2% -$159K 0.75% 26
2021
Q1 		$6.78M Buy
44,554
+13,224
+42% +$1.9M 0.8% 27
2020
Q4 		$3.98M Buy
31,330
+41
+0.1% +$4.58K 0.56% 34
2020
Q3 		$3.01M Sell
31,289
-452
-1% -$44.4K 0.49% 36
2020
Q2 		$2.99M Buy
31,741
+350
+1% +$33.2K 0.52% 33
2020
Q1 		$2.83M Buy
31,391
+3,826
+14% +$465K 0.57% 33
2019
Q4 		$3.84M Sell
27,565
-1,279
-4% -$164K 0.99% 22
2019
Q3 		$3.4M Buy
28,844
+227
+0.8% +$25.7K 0.87% 24
2019
Q2 		$3.2M Buy
28,617
+77
+0.3% +$8.49K 0.87% 25
2019
Q1 		$2.89M Buy
28,540
+1,014
+4% +$104K 0.84% 28
2018
Q4 		$2.69M Sell
27,526
-1,323
-5% -$141K 0.92% 26
2018
Q3 		$3.25M Buy
28,849
+833
+3% +$94.6K 1.05% 19
2018
Q2 		$2.92M Buy
28,016
+664
+2% +$72.8K 0.99% 19
2018
Q1 		$3.01M Buy
27,352
+3,717
+16% +$421K 1.13% 17
2017
Q4 		$2.53M Buy
23,635
+1,536
+7% +$156K 1.13% 14
2017
Q3 		$2.11M Sell
22,099
-3,673
-14% -$339K 1.05% 14
2017
Q2 		$2.36M Buy
+25,772
New +$2.22M 1.03% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BDO Wealth Advisors's JPM Position: Q2 2023 in Review

BDO Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.64% in Q2 2023, buying an estimated $40.2K and bringing the position to 46,224 shares worth $6.72M. The position accounts for 0.77% of the portfolio, ranked #25.

BDO Wealth Advisors first reported a position in JPM in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.05M in Q3 2021. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • BDO Wealth Advisors held 46,224 shares of JPMorgan Chase worth $6.72M as of Q2 2023.
  • BDO Wealth Advisors bought 292 JPMorgan Chase shares in Q2 2023, an estimated $40.2K.
  • JPMorgan Chase made up 0.77% of BDO Wealth Advisors's portfolio in Q2 2023, its #25 holding.
  • BDO Wealth Advisors first reported a position in JPMorgan Chase in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's JPMorgan Chase position peaked at $7.05M in Q3 2021.
  • 3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.