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Bridge Advisory’s JPMorgan Chase JPM Stock Holding History

Bridge Advisory’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
Q4 		– Sell
-3,778
Closed -$548K – 134
2023
Q3 		$548K Buy
3,778
+367
+11% +$55K 0.19% 88
2023
Q2 		$496K Buy
3,411
+219
+7% +$30.1K 0.18% 86
2023
Q1 		$416K Buy
3,192
+329
+11% +$45.1K 0.16% 90
2022
Q4 		$384K Sell
2,863
-30
-1% -$3.8K 0.16% 96
2022
Q3 		$302K Sell
2,893
-34
-1% -$3.9K 0.15% 91
2022
Q2 		$331K Sell
2,927
-284
-9% -$35.2K 0.16% 85
2022
Q1 		$438K Sell
3,211
-201
-6% -$29.7K 0.19% 69
2021
Q4 		$540K Buy
3,412
+1,315
+63% +$216K 0.24% 64
2021
Q3 		$343K Hold
2,097
– – 0.17% 64
2021
Q2 		$326K Sell
2,097
-15
-0.7% -$2.36K 0.17% 67
2021
Q1 		$321K Sell
2,112
-533
-20% -$76.7K 0.2% 53
2020
Q4 		$336K Buy
+2,645
New +$296K 0.16% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bridge Advisory's JPM Position: Q4 2023 in Review

Bridge Advisory sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 3,778 shares — an estimated $548K sold.

Bridge Advisory first reported a position in JPM in Q4 2020 and held it in 12 quarters. The position peaked at $548K in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Bridge Advisory reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • Bridge Advisory sold 3,778 JPMorgan Chase shares in Q4 2023, an estimated $548K.
  • Bridge Advisory first reported a position in JPMorgan Chase in Q4 2020 and held it in 12 quarters.
  • Bridge Advisory's JPMorgan Chase position peaked at $548K in Q3 2023.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.