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Doyle Wealth Management’s JPMorgan Chase JPM Stock Holding History

Doyle Wealth Management’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 		$18.3M Buy
174,987
+2,109
+1% +$242K 1.57% 18
2022
Q2 		$19.5M Buy
172,878
+458
+0.3% +$56.7K 1.57% 16
2022
Q1 		$23.5M Buy
172,420
+5,076
+3% +$749K 1.69% 16
2021
Q4 		$26.5M Buy
167,344
+16
+0% +$2.63K 1.9% 14
2021
Q3 		$27.4M Buy
167,328
+2,637
+2% +$413K 2.18% 9
2021
Q2 		$25.6M Buy
164,691
+674
+0.4% +$106K 2.13% 10
2021
Q1 		$25M Sell
164,017
-4,088
-2% -$588K 2.39% 9
2020
Q4 		$21.4M Buy
168,105
+917
+0.5% +$102K 2.17% 12
2020
Q3 		$16.1M Buy
167,188
+2,792
+2% +$274K 1.87% 17
2020
Q2 		$15.5M Buy
164,396
+3,430
+2% +$325K 2.04% 13
2020
Q1 		$14.5M Sell
160,966
-2,352
-1% -$286K 2.3% 13
2019
Q4 		$22.8M Sell
163,318
-1,388
-0.8% -$178K 2.85% 4
2019
Q3 		$19.4M Sell
164,706
-458
-0.3% -$51.8K 2.68% 5
2019
Q2 		$18.5M Sell
165,164
-538
-0.3% -$59.3K 2.55% 9
2019
Q1 		$18.6M Sell
165,702
-2,624
-2% -$270K 2.71% 8
2018
Q4 		$16.4M Buy
168,326
+2,388
+1% +$254K 2.77% 9
2018
Q3 		$18.7M Buy
165,938
+897
+0.5% +$102K 2.91% 9
2018
Q2 		$17.2M Sell
165,041
-699
-0.4% -$76.7K 2.84% 8
2018
Q1 		$18.2M Sell
165,740
-4,339
-3% -$491K 3.07% 4
2017
Q4 		$18.2M Sell
170,079
-6,429
-4% -$651K 3.07% 6
2017
Q3 		$16.9M Buy
176,508
+1,048
+0.6% +$96.6K 2.95% 7
2017
Q2 		$16M Buy
175,460
+1,988
+1% +$172K 2.97% 7
2017
Q1 		$15.2M Buy
+173,472
New +$15.3M 3.11% 7

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Doyle Wealth Management's JPM Position: Q3 2022 in Review

Doyle Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q3 2022, buying an estimated $242K and bringing the position to 174,987 shares worth $18.3M. The position accounts for 1.57% of the portfolio, ranked #18.

Doyle Wealth Management first reported a position in JPM in Q1 2017 and has held it in 23 quarters since. The position peaked at $27.4M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Doyle Wealth Management held 174,987 shares of JPMorgan Chase worth $18.3M as of Q3 2022.
  • Doyle Wealth Management bought 2,109 JPMorgan Chase shares in Q3 2022, an estimated $242K.
  • JPMorgan Chase made up 1.57% of Doyle Wealth Management's portfolio in Q3 2022, its #18 holding.
  • Doyle Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's JPMorgan Chase position peaked at $27.4M in Q3 2021.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.