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Brewin Dolphin Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brewin Dolphin 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
2022
Q2 		$9.61M Buy
85,296
+41,528
+95% +$5.15M 1.05% 14
2022
Q1 		$5.97M Buy
43,768
+140
+0.3% +$20.7K 0.67% 34
2021
Q4 		$6.91M Hold
43,628
– – 0.74% 31
2021
Q3 		$7.14M Buy
43,628
+900
+2% +$141K 0.81% 28
2021
Q2 		$6.65M Sell
42,728
-240
-0.6% -$37.7K 0.81% 26
2021
Q1 		$6.54M Buy
42,968
+242
+0.6% +$34.8K 1% 20
2020
Q4 		$5.43M Sell
42,726
-500
-1% -$55.9K 0.91% 21
2020
Q3 		$4.16M Buy
43,226
+437
+1% +$42.9K 0.77% 27
2020
Q2 		$4.02M Buy
42,789
+8,034
+23% +$762K 0.86% 24
2020
Q1 		$3.13M Sell
34,755
-605
-2% -$73.5K 1.69% 20
2019
Q4 		$4.93M Hold
35,360
– – 2.28% 14
2019
Q3 		$4.16M Hold
35,360
– – 2.11% 15
2019
Q2 		$3.95M Sell
35,360
-180
-0.5% -$19.8K 2.06% 15
2019
Q1 		$3.6M Sell
35,540
-50
-0.1% -$5.15K 1.96% 17
2018
Q4 		$3.47M Buy
35,590
+100
+0.3% +$10.7K 2.1% 15
2018
Q3 		$4M Sell
35,490
-432
-1% -$49K 2.15% 13
2018
Q2 		$3.74M Buy
35,922
+1,400
+4% +$154K 2.23% 13
2018
Q1 		$3.8M Buy
34,522
+535
+2% +$60.6K 2.34% 13
2017
Q4 		$3.63M Buy
33,987
+155
+0.5% +$15.7K 2.31% 12
2017
Q3 		$3.23M Buy
+33,832
New +$3.12M 2.24% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brewin Dolphin Wealth Management's JPM Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its JPMorgan Chase (JPM) stake by 95% in Q2 2022, buying an estimated $5.15M and bringing the position to 85,296 shares worth $9.61M. The position accounts for 1.05% of the portfolio, ranked #14.

Brewin Dolphin Wealth Management first reported a position in JPM in Q3 2017 and has held it in 20 quarters since. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Brewin Dolphin Wealth Management held 85,296 shares of JPMorgan Chase worth $9.61M as of Q2 2022.
  • Brewin Dolphin Wealth Management bought 41,528 JPMorgan Chase shares in Q2 2022, an estimated $5.15M.
  • JPMorgan Chase made up 1.05% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #14 holding.
  • Brewin Dolphin Wealth Management first reported a position in JPMorgan Chase in Q3 2017 and has held it in 20 quarters since.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.