Bickling Financial Services’s JPMorgan Chase JPM Stock Holding History

Bickling Financial Services’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
2022 Q4	$319K	Buy	2,379 +11	+0.5%	+$1.39K	0.2%	83
2022 Q3	$248K	Buy	2,368 +19	+0.8%	+$2.18K	0.17%	99
2022 Q2	$265K	Buy	2,349 +17	+0.7%	+$2.11K	0.17%	100
2022 Q1	$318K	Buy	2,332 +14	+0.6%	+$2.07K	0.16%	97
2021 Q4	$367K	Buy	2,318 +367	+19%	+$60.3K	0.18%	91
2021 Q3	$319K	Sell	1,951 -1,405	-42%	-$220K	0.16%	85
2021 Q2	$522K	Buy	3,356 +202	+6%	+$31.7K	0.24%	69
2021 Q1	$480K	Buy	3,154 +1,218	+63%	+$175K	0.24%	72
2020 Q4	$246K	Buy	+1,936	New	+$216K	0.15%	82

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Bickling Financial Services's JPM Position: Q4 2022 in Review

Bickling Financial Services increased its JPMorgan Chase (JPM) stake by 0.46% in Q4 2022, buying an estimated $1.39K and bringing the position to 2,379 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #83.

Bickling Financial Services first reported a position in JPM in Q4 2020 and has held it in 9 quarters since. The position peaked at $522K in Q2 2021. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Bickling Financial Services held 2,379 shares of JPMorgan Chase worth $319K as of Q4 2022.
Bickling Financial Services bought 11 JPMorgan Chase shares in Q4 2022, an estimated $1.39K.
JPMorgan Chase made up 0.2% of Bickling Financial Services's portfolio in Q4 2022, its #83 holding.
Bickling Financial Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's JPMorgan Chase position peaked at $522K in Q2 2021.
3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.