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Brightworth’s JPMorgan Chase JPM Stock Holding History

Brightworth’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
Q3 		$3.6M Buy
34,451
+3,085
+10% +$354K 0.39% 45
2022
Q2 		$3.53M Buy
31,366
+3,148
+11% +$390K 0.38% 46
2022
Q1 		$3.85M Buy
28,218
+2,218
+9% +$327K 0.39% 45
2021
Q4 		$4.12M Buy
26,000
+4,755
+22% +$781K 0.38% 42
2021
Q3 		$3.48M Buy
21,245
+1,754
+9% +$275K 0.32% 43
2021
Q2 		$3.03M Buy
19,491
+2,474
+15% +$389K 0.26% 43
2021
Q1 		$2.59M Buy
17,017
+1,313
+8% +$189K 0.24% 44
2020
Q4 		$2M Buy
15,704
+1,117
+8% +$125K 0.2% 48
2020
Q3 		$1.4M Buy
14,587
+798
+6% +$78.4K 0.16% 50
2020
Q2 		$1.3M Buy
13,789
+868
+7% +$82.4K 0.18% 50
2020
Q1 		$1.16M Buy
12,921
+492
+4% +$59.8K 0.2% 46
2019
Q4 		$1.73M Buy
12,429
+3,303
+36% +$424K 0.32% 45
2019
Q3 		$1.07M Buy
9,126
+2,741
+43% +$310K 0.22% 48
2019
Q2 		$714K Sell
6,385
-1,434
-18% -$158K 0.15% 53
2019
Q1 		$792K Sell
7,819
-84
-1% -$8.65K 0.17% 53
2018
Q4 		$771K Sell
7,903
-996
-11% -$106K 0.18% 52
2018
Q3 		$1M Buy
8,899
+245
+3% +$27.8K 0.22% 44
2018
Q2 		$902K Sell
8,654
-3,381
-28% -$371K 0.22% 46
2018
Q1 		$1.32M Sell
12,035
-400
-3% -$45.3K 0.31% 42
2017
Q4 		$1.33M Buy
12,435
+1,000
+9% +$101K 0.3% 41
2017
Q3 		$1.09M Buy
11,435
+9,043
+378% +$834K 0.27% 43
2017
Q2 		$219K Hold
2,392
– – 0.12% 31
2017
Q1 		$210K Hold
2,392
– – 0.12% 36
2016
Q4 		$206K Buy
+2,392
New +$182K 0.11% 41

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Brightworth's JPM Position: Q3 2022 in Review

Brightworth increased its JPMorgan Chase (JPM) stake by 9.8% in Q3 2022, buying an estimated $354K and bringing the position to 34,451 shares worth $3.6M. The position accounts for 0.39% of the portfolio, ranked #45.

Brightworth first reported a position in JPM in Q4 2016 and has held it in 24 quarters since. The position peaked at $4.12M in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Brightworth held 34,451 shares of JPMorgan Chase worth $3.6M as of Q3 2022.
  • Brightworth bought 3,085 JPMorgan Chase shares in Q3 2022, an estimated $354K.
  • JPMorgan Chase made up 0.39% of Brightworth's portfolio in Q3 2022, its #45 holding.
  • Brightworth first reported a position in JPMorgan Chase in Q4 2016 and has held it in 24 quarters since.
  • Brightworth's JPMorgan Chase position peaked at $4.12M in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.