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Bridgeworth’s JPMorgan Chase JPM Stock Holding History

Bridgeworth’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 		$491K Sell
2,888
-126
-4% -$19.1K 0.05% 103
2023
Q3 		$437K Sell
3,014
-30
-1% -$4.5K 0.05% 106
2023
Q2 		$443K Buy
3,044
+355
+13% +$48.8K 0.05% 107
2023
Q1 		$350K Buy
2,689
+305
+13% +$41.8K 0.04% 115
2022
Q4 		$320K Sell
2,384
-100
-4% -$12.7K 0.05% 117
2022
Q3 		$260K Buy
2,484
+100
+4% +$11.5K 0.06% 117
2022
Q2 		$268K Buy
2,384
+66
+3% +$8.18K 0.06% 117
2022
Q1 		$316K Sell
2,318
-750
-24% -$111K 0.07% 112
2021
Q4 		$486K Buy
3,068
+561
+22% +$92.1K 0.11% 85
2021
Q3 		$410K Sell
2,507
-69
-3% -$10.8K 0.12% 85
2021
Q2 		$401K Sell
2,576
-51
-2% -$8.01K 0.11% 90
2021
Q1 		$400K Buy
2,627
+52
+2% +$7.48K 0.13% 82
2020
Q4 		$327K Sell
2,575
-875
-25% -$97.8K 0.11% 87
2020
Q3 		$332K Sell
3,450
-619
-15% -$60.8K 0.12% 84
2020
Q2 		$383K Sell
4,069
-24
-0.6% -$2.28K 0.15% 80
2020
Q1 		$368K Buy
4,093
+282
+7% +$34.3K 0.17% 78
2019
Q4 		$531K Sell
3,811
-592
-13% -$75.9K 0.2% 63
2019
Q3 		$518K Buy
4,403
+2,561
+139% +$290K 0.2% 59
2019
Q2 		$206K Buy
+1,842
New +$203K 0.08% 124
2019
Q1 		– Sell
-3,652
Closed -$269K – 152
2018
Q4 		$269K Buy
+3,652
New +$389K 0.15% 96
2018
Q3 		– Sell
-826
Closed -$86K – 343
2018
Q2 		$86K Buy
+826
New +$90.6K 0.04% 211

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

Bridgeworth's JPM Position: Q4 2023 in Review

Bridgeworth reduced its JPMorgan Chase (JPM) stake by 4.2% in Q4 2023, selling an estimated $19.1K and leaving 2,888 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #103.

Bridgeworth first reported a position in JPM in Q2 2018 and has held it in 21 quarters since. The position peaked at $531K in Q4 2019. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Bridgeworth held 2,888 shares of JPMorgan Chase worth $491K as of Q4 2023.
  • Bridgeworth sold 126 JPMorgan Chase shares in Q4 2023, an estimated $19.1K.
  • JPMorgan Chase made up 0.05% of Bridgeworth's portfolio in Q4 2023, its #103 holding.
  • Bridgeworth first reported a position in JPMorgan Chase in Q2 2018 and has held it in 21 quarters since.
  • Bridgeworth's JPMorgan Chase position peaked at $531K in Q4 2019.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.