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BMS Financial Advisors’s JPMorgan Chase JPM Stock Holding History

BMS Financial 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 		$653K Sell
4,488
-1,560
-26% -$215K 0.43% 36
2023
Q1 		$788K Buy
6,048
+42
+0.7% +$5.75K 0.54% 32
2022
Q4 		$805K Sell
6,006
-9
-0.1% -$1.14K 0.53% 29
2022
Q3 		$629K Sell
6,015
-175
-3% -$20.1K 0.44% 40
2022
Q2 		$697K Buy
6,190
+326
+6% +$40.4K 0.46% 33
2022
Q1 		$799K Buy
5,864
+245
+4% +$36.2K 0.51% 34
2021
Q4 		$890K Buy
+5,619
New +$923K 0.57% 28

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

BMS Financial Advisors's JPM Position: Q2 2023 in Review

BMS Financial Advisors reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2023, selling an estimated $215K and leaving 4,488 shares worth $653K. The position accounts for 0.43% of the portfolio, ranked #36.

BMS Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 7 quarters since. The position peaked at $890K in Q4 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • BMS Financial Advisors held 4,488 shares of JPMorgan Chase worth $653K as of Q2 2023.
  • BMS Financial Advisors sold 1,560 JPMorgan Chase shares in Q2 2023, an estimated $215K.
  • JPMorgan Chase made up 0.43% of BMS Financial Advisors's portfolio in Q2 2023, its #36 holding.
  • BMS Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's JPMorgan Chase position peaked at $890K in Q4 2021.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.