BT Wealth Management’s JPMorgan Chase JPM Stock Holding History

BT 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	$345K	Sell	3,061 -612	-17%	-$75.8K	0.1%	49
2022 Q1	$501K	Buy	3,673 +28	+0.8%	+$4.13K	0.13%	38
2021 Q4	$577K	Buy	3,645 +660	+22%	+$108K	0.16%	36
2021 Q3	$489K	Hold	2,985	–	–	0.15%	32
2021 Q2	$464K	Sell	2,985 -35	-1%	-$5.5K	0.14%	36
2021 Q1	$460K	Sell	3,020 -148	-5%	-$21.3K	0.15%	34
2020 Q4	$403K	Sell	3,168 -130	-4%	-$14.5K	0.15%	35
2020 Q3	$317K	Sell	3,298 -120	-4%	-$11.8K	0.14%	39
2020 Q2	$321K	Hold	3,418	–	–	0.16%	38
2020 Q1	$308K	Sell	3,418 -145	-4%	-$17.6K	0.18%	39
2019 Q4	$497K	Sell	3,563 -130	-4%	-$16.7K	0.25%	38
2019 Q3	$435K	Hold	3,693	–	–	0.24%	38
2019 Q2	$399K	Buy	3,693 +250	+7%	+$27.6K	0.23%	37
2019 Q1	$349K	Sell	3,443 -3,538	-51%	-$364K	0.21%	41
2018 Q4	$715K	Buy	+6,981	New	+$744K	0.31%	41

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BT Wealth Management's JPM Position: Q2 2022 in Review

BT Wealth Management reduced its JPMorgan Chase (JPM) stake by 17% in Q2 2022, selling an estimated $75.8K and leaving 3,061 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #49.

BT Wealth Management first reported a position in JPM in Q4 2018 and has held it in 15 quarters since. The position peaked at $715K in Q4 2018. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

BT Wealth Management held 3,061 shares of JPMorgan Chase worth $345K as of Q2 2022.
BT Wealth Management sold 612 JPMorgan Chase shares in Q2 2022, an estimated $75.8K.
JPMorgan Chase made up 0.1% of BT Wealth Management's portfolio in Q2 2022, its #49 holding.
BT Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's JPMorgan Chase position peaked at $715K in Q4 2018.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.