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Biechele Royce Advisors’s JPMorgan Chase JPM Stock Holding History

Biechele Royce 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
2022
Q4 		– Sell
-365
Closed -$38K – 67
2022
Q3 		$38K Sell
365
-100
-22% -$11.5K 0.02% 65
2022
Q2 		$52K Sell
465
-1,000
-68% -$124K 0.02% 60
2022
Q1 		$199K Buy
1,465
+58
+4% +$8.56K 0.08% 61
2021
Q4 		$223K Sell
1,407
-70
-5% -$11.5K 0.09% 60
2021
Q3 		$242K Buy
+1,477
New +$232K 0.11% 55

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Biechele Royce Advisors's JPM Position: Q4 2022 in Review

Biechele Royce Advisors sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 365 shares — an estimated $38K sold.

Biechele Royce Advisors first reported a position in JPM in Q3 2021 and held it in 5 quarters. The position peaked at $242K in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Biechele Royce Advisors reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Biechele Royce Advisors sold 365 JPMorgan Chase shares in Q4 2022, an estimated $38K.
  • Biechele Royce Advisors first reported a position in JPMorgan Chase in Q3 2021 and held it in 5 quarters.
  • Biechele Royce Advisors's JPMorgan Chase position peaked at $242K in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Biechele Royce Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.