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Emerson Wealth’s JPMorgan Chase JPM Stock Holding History

Emerson Wealth’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
Q2 		$11K Hold
102
– – 0.01% 51
2022
Q1 		$14K Buy
+102
New +$15.1K 0.01% 51

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerson Wealth's JPM Position: Q2 2022 in Review

Emerson Wealth held its JPMorgan Chase (JPM) position steady in Q2 2022 at 102 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #51.

Emerson Wealth first reported a position in JPM in Q1 2022 and has held it in 2 quarters since. The position peaked at $14K in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Emerson Wealth held 102 shares of JPMorgan Chase worth $11K as of Q2 2022.
  • Emerson Wealth left its JPMorgan Chase share count unchanged in Q2 2022.
  • JPMorgan Chase made up 0.01% of Emerson Wealth's portfolio in Q2 2022, its #51 holding.
  • Emerson Wealth first reported a position in JPMorgan Chase in Q1 2022 and has held it in 2 quarters since.
  • Emerson Wealth's JPMorgan Chase position peaked at $14K in Q1 2022.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.