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Dixon Hughes Goodman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$1.35M Buy
9,919
+8,394
+550% +$1.24M 0.39% 43
2021
Q4 		$242K Buy
+1,525
New +$250K 0.08% 133

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's JPM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its JPMorgan Chase (JPM) stake by 550% in Q1 2022, buying an estimated $1.24M and bringing the position to 9,919 shares worth $1.35M. The position accounts for 0.39% of the portfolio, ranked #43.

Dixon Hughes Goodman Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 2 quarters since. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 9,919 shares of JPMorgan Chase worth $1.35M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 8,394 JPMorgan Chase shares in Q1 2022, an estimated $1.24M.
  • JPMorgan Chase made up 0.39% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #43 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 2 quarters since.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.