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BerganKDV Wealth Management’s JPMorgan Chase JPM Stock Holding History

BerganKDV 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
2023
Q2 		$5.79M Sell
39,777
-887
-2% -$122K 0.58% 40
2023
Q1 		$5.3M Buy
40,664
+2,270
+6% +$311K 0.55% 45
2022
Q4 		$5.15M Buy
38,394
+2,399
+7% +$304K 0.56% 42
2022
Q3 		$3.76M Buy
35,995
+2,079
+6% +$239K 0.45% 47
2022
Q2 		$3.82M Buy
33,916
+24,649
+266% +$3.05M 0.44% 44
2022
Q1 		$1.26M Sell
9,267
-988
-10% -$146K 0.14% 116
2021
Q4 		$1.62M Buy
10,255
+977
+11% +$160K 0.17% 101
2021
Q3 		$1.52M Buy
9,278
+48
+0.5% +$7.53K 0.17% 99
2021
Q2 		$1.44M Sell
9,230
-1,615
-15% -$254K 0.17% 104
2021
Q1 		$1.65M Sell
10,845
-823
-7% -$118K 0.21% 91
2020
Q4 		$1.48M Sell
11,668
-804
-6% -$89.9K 0.21% 89
2020
Q3 		$1.2M Sell
12,472
-83
-0.7% -$8.15K 0.19% 92
2020
Q2 		$1.18M Buy
12,555
+337
+3% +$32K 0.2% 92
2020
Q1 		$1.1M Buy
12,218
+762
+7% +$92.6K 0.23% 86
2019
Q4 		$1.6M Buy
11,456
+457
+4% +$58.6K 0.28% 84
2019
Q3 		$1.29M Buy
10,999
+131
+1% +$14.8K 0.26% 84
2019
Q2 		$1.22M Sell
10,868
-38
-0.3% -$4.19K 0.24% 83
2019
Q1 		$1.1M Sell
10,906
-107
-1% -$11K 0.23% 81
2018
Q4 		$1.07M Sell
11,013
-490
-4% -$52.2K 0.25% 74
2018
Q3 		$1.3M Buy
11,503
+287
+3% +$32.6K 0.28% 67
2018
Q2 		$1.17M Buy
11,216
+226
+2% +$24.8K 0.26% 72
2018
Q1 		$1.21M Sell
10,990
-726
-6% -$82.2K 0.33% 64
2017
Q4 		$1.25M Sell
11,716
-1,568
-12% -$159K 0.3% 64
2017
Q3 		$1.27M Buy
13,284
+4,891
+58% +$451K 0.32% 62
2017
Q2 		$767K Buy
8,393
+100
+1% +$8.63K 0.22% 90
2017
Q1 		$728K Buy
8,293
+27
+0.3% +$2.38K 0.22% 95
2016
Q4 		$713K Buy
8,266
+477
+6% +$36.4K 0.24% 89
2016
Q3 		$519K Sell
7,789
-346
-4% -$22.6K 0.18% 111
2016
Q2 		$506K Buy
8,135
+716
+10% +$44.7K 0.22% 102
2016
Q1 		$439K Buy
+7,419
New +$433K 0.26% 98

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

BerganKDV Wealth Management's JPM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2023, selling an estimated $122K and leaving 39,777 shares worth $5.79M. The position accounts for 0.58% of the portfolio, ranked #40.

BerganKDV Wealth Management first reported a position in JPM in Q1 2016 and has held it in 30 quarters since. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • BerganKDV Wealth Management held 39,777 shares of JPMorgan Chase worth $5.79M as of Q2 2023.
  • BerganKDV Wealth Management sold 887 JPMorgan Chase shares in Q2 2023, an estimated $122K.
  • JPMorgan Chase made up 0.58% of BerganKDV Wealth Management's portfolio in Q2 2023, its #40 holding.
  • BerganKDV Wealth Management first reported a position in JPMorgan Chase in Q1 2016 and has held it in 30 quarters since.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.