CFO4Life’s JPMorgan Chase JPM Stock Holding History

CFO4Life’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	$1.13M	Buy	+8,460	New	+$1.07M	0.24%	58
2016 Q4	$499K	Buy	5,778 +980	+20%	+$74.7K	0.41%	40
2016 Q3	$319K	Buy	4,798 +1,279	+36%	+$83.4K	0.28%	65
2016 Q2	$219K	Buy	3,519 +1	+0%	+$62	0.19%	84
2016 Q1	$208K	Sell	3,518 -13,799	-80%	-$806K	0.19%	80
2015 Q4	$1.14M	Buy	17,317 +2,262	+15%	+$147K	1.09%	21
2015 Q3	$918K	Sell	15,055 -2,488	-14%	-$163K	0.98%	23
2015 Q2	$1.19M	Buy	17,543 +130	+0.7%	+$8.49K	0.99%	25
2015 Q1	$1.05M	Buy	17,413 +1,292	+8%	+$76.5K	0.88%	24
2014 Q4	$1.01M	Buy	+16,121	New	+$970K	0.83%	21

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

CFO4Life's JPM Position: Q4 2022 in Review

CFO4Life opened a new position in JPMorgan Chase (JPM) in Q4 2022: 8,460 shares worth $1.13M. The stake represents 0.24% of the portfolio and ranks #58 among its holdings. This is a return to the name: CFO4Life previously reported a position in JPM as recently as Q4 2016.

CFO4Life first reported a position in JPM in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2015. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

CFO4Life held 8,460 shares of JPMorgan Chase worth $1.13M as of Q4 2022.
JPMorgan Chase was a new CFO4Life position in Q4 2022.
JPMorgan Chase made up 0.24% of CFO4Life's portfolio in Q4 2022, its #58 holding.
CFO4Life first reported a position in JPMorgan Chase in Q4 2014 and has held it in 10 quarters since.
CFO4Life's JPMorgan Chase position peaked at $1.19M in Q2 2015.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.