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Column Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Column Capital 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
2023
Q3 		$1.02M Sell
7,054
-326
-4% -$48.9K 0.15% 63
2023
Q2 		$1.07M Sell
7,380
-2,263
-23% -$311K 0.15% 57
2023
Q1 		$1.26M Buy
9,643
+663
+7% +$90.8K 0.19% 49
2022
Q4 		$1.2M Buy
8,980
+224
+3% +$28.4K 0.2% 48
2022
Q3 		$915K Hold
8,756
– – 0.19% 49
2022
Q2 		$986K Buy
8,756
+1,613
+23% +$200K 0.19% 47
2022
Q1 		$974K Sell
7,143
-71
-1% -$10.5K 0.18% 51
2021
Q4 		$1.14M Buy
7,214
+4,308
+148% +$707K 0.22% 50
2021
Q3 		$476K Sell
2,906
-8
-0.3% -$1.25K 0.1% 74
2021
Q2 		$453K Sell
2,914
-33
-1% -$5.18K 0.1% 71
2021
Q1 		$449K Sell
2,947
-32
-1% -$4.6K 0.1% 71
2020
Q4 		$378K Sell
2,979
-2,356
-44% -$263K 0.09% 67
2020
Q3 		$514K Buy
5,335
+857
+19% +$84.2K 0.16% 49
2020
Q2 		$421K Buy
4,478
+98
+2% +$9.3K 0.14% 53
2020
Q1 		$394K Sell
4,380
-301
-6% -$36.6K 0.16% 46
2019
Q4 		$652K Buy
+4,681
New +$600K 0.33% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Column Capital Advisors's JPM Position: Q3 2023 in Review

Column Capital Advisors reduced its JPMorgan Chase (JPM) stake by 4.4% in Q3 2023, selling an estimated $48.9K and leaving 7,054 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #63.

Column Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.26M in Q1 2023. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Column Capital Advisors held 7,054 shares of JPMorgan Chase worth $1.02M as of Q3 2023.
  • Column Capital Advisors sold 326 JPMorgan Chase shares in Q3 2023, an estimated $48.9K.
  • JPMorgan Chase made up 0.15% of Column Capital Advisors's portfolio in Q3 2023, its #63 holding.
  • Column Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 16 quarters since.
  • Column Capital Advisors's JPMorgan Chase position peaked at $1.26M in Q1 2023.
  • 3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.