Capital Directions Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Capital Directions Investment Advisors’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 Q4	$43.9K	Buy	+327	New	+$41.4K	0.02%	131
2022 Q3	–	Sell	-522	Closed	-$59.9K	–	130
2022 Q2	$59K	Sell	522 -392	-43%	-$48.6K	0.02%	116
2022 Q1	$125K	Sell	914 -637	-41%	-$94K	0.04%	86
2021 Q4	$246K	Buy	1,551 +649	+72%	+$107K	0.07%	63
2021 Q3	$148K	Buy	902 +510	+130%	+$80K	0.05%	74
2021 Q2	$61K	Buy	+392	New	+$61.6K	0.02%	111
2021 Q1	–	Sell	-362	Closed	-$46K	–	275
2020 Q4	$46K	Hold	362	–	–	0.02%	120
2020 Q3	$35K	Hold	362	–	–	0.01%	122
2020 Q2	$34K	Sell	362 -604	-63%	-$57.3K	0.01%	125
2020 Q1	$87K	Hold	966	–	–	0.04%	80
2019 Q4	$135K	Hold	966	–	–	0.04%	79
2019 Q3	$114K	Buy	+966	New	+$109K	0.04%	79

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Directions Investment Advisors's JPM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2022: 327 shares worth $43.9K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in JPM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in JPM in Q3 2019 and has held it in 12 quarters since. The position peaked at $246K in Q4 2021. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Capital Directions Investment Advisors held 327 shares of JPMorgan Chase worth $43.9K as of Q4 2022.
JPMorgan Chase was a new Capital Directions Investment Advisors position in Q4 2022.
JPMorgan Chase made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #131 holding.
Capital Directions Investment Advisors first reported a position in JPMorgan Chase in Q3 2019 and has held it in 12 quarters since.
Capital Directions Investment Advisors's JPMorgan Chase position peaked at $246K in Q4 2021.
3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.