DB Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

DB Wealth Management Group’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 Q4	$245K	Buy	1,439 +1	+0.1%	+$152	0.14%	82
2023 Q3	$209K	Hold	1,438	–	–	0.13%	86
2023 Q2	$209K	Buy	1,438 +1	+0.1%	+$138	0.13%	83
2023 Q1	$187K	Buy	1,437 +1	+0.1%	+$137	0.12%	82
2022 Q4	$193K	Buy	1,436 +1	+0.1%	+$127	0.12%	80
2022 Q3	$150K	Buy	1,435 +1	+0.1%	+$115	0.11%	89
2022 Q2	$162K	Hold	1,434	–	–	0.11%	87
2022 Q1	$195K	Buy	1,434 +1	+0.1%	+$148	0.12%	85
2021 Q4	$227K	Buy	1,433 +1	+0.1%	+$164	0.13%	81
2021 Q3	$234K	Hold	1,432	–	–	0.15%	81
2021 Q2	$223K	Buy	1,432 +1	+0.1%	+$157	0.14%	85
2021 Q1	$218K	Sell	1,431 -22	-2%	-$3.17K	0.15%	84
2020 Q4	$185K	Buy	+1,453	New	+$162K	0.14%	90

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

DB Wealth Management Group's JPM Position: Q4 2023 in Review

DB Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.07% in Q4 2023, buying an estimated $152 and bringing the position to 1,439 shares worth $245K. The position accounts for 0.14% of the portfolio, ranked #82.

DB Wealth Management Group first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

DB Wealth Management Group held 1,439 shares of JPMorgan Chase worth $245K as of Q4 2023.
DB Wealth Management Group bought 1 JPMorgan Chase share in Q4 2023, an estimated $152.
JPMorgan Chase made up 0.14% of DB Wealth Management Group's portfolio in Q4 2023, its #82 holding.
DB Wealth Management Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.