Claraphi Advisory Network’s JPMorgan Chase JPM Stock Holding History

Claraphi Advisory Network’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	–	Sell	-22,605	Closed	-$2.55M	–	252
2022 Q2	$2.55M	Buy	22,605 +1,051	+5%	+$130K	0.9%	20
2022 Q1	$2.94M	Sell	21,554 -601	-3%	-$88.7K	0.85%	20
2021 Q4	$3.51M	Sell	22,155 -168	-0.8%	-$27.6K	1.22%	6
2021 Q3	$3.65M	Sell	22,323 -7	-0%	-$1.1K	1.29%	7
2021 Q2	$3.47M	Buy	22,330 +1,057	+5%	+$166K	1.05%	13
2021 Q1	$3.24M	Buy	21,273 +1,662	+8%	+$239K	0.89%	18
2020 Q4	$2.49M	Sell	19,611 -541	-3%	-$60.5K	0.68%	18
2020 Q3	$1.94M	Buy	20,152 +475	+2%	+$46.6K	0.7%	21
2020 Q2	$1.85M	Buy	19,677 +3,261	+20%	+$309K	0.79%	24
2020 Q1	$1.48M	Buy	16,416 +884	+6%	+$107K	0.7%	19
2019 Q4	$2.17M	Sell	15,532 -578	-4%	-$74.1K	1.32%	11
2019 Q3	$1.9M	Sell	16,110 -1,298	-7%	-$147K	1.15%	11
2019 Q2	$1.95M	Buy	17,408 +1,651	+10%	+$182K	1.14%	15
2019 Q1	$1.59M	Sell	15,757 -1,862	-11%	-$192K	1%	15
2018 Q4	$1.72M	Sell	17,619 -527	-3%	-$56.1K	1.32%	11
2018 Q3	$2.05M	Buy	18,146 +1,756	+11%	+$199K	1.14%	13
2018 Q2	$1.71M	Buy	16,390 +93	+0.6%	+$10.2K	1.1%	15
2018 Q1	$1.79M	Buy	16,297 +403	+3%	+$45.6K	1.27%	13
2017 Q4	$1.7M	Buy	+15,894	New	+$1.61M	1.32%	11

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

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

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

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

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

Claraphi Advisory Network's JPM Position: Q3 2022 in Review

Claraphi Advisory Network sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 22,605 shares — an estimated $2.55M sold.

Claraphi Advisory Network first reported a position in JPM in Q4 2017 and held it in 19 quarters. The position peaked at $3.65M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Claraphi Advisory Network reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 22,605 JPMorgan Chase shares in Q3 2022, an estimated $2.55M.
Claraphi Advisory Network first reported a position in JPMorgan Chase in Q4 2017 and held it in 19 quarters.
Claraphi Advisory Network's JPMorgan Chase position peaked at $3.65M in Q3 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.