Engrave Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Engrave Wealth Partners’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	$803K	Buy	4,722 +111	+2%	+$16.8K	0.23%	37
2023 Q3	$669K	Buy	4,611 +441	+11%	+$66.1K	0.21%	35
2023 Q2	$606K	Sell	4,170 -13	-0.3%	-$1.79K	0.19%	35
2023 Q1	$576K	Sell	4,183 -53	-1%	-$7.26K	0.19%	34
2022 Q4	$579K	Buy	4,236 +1,115	+36%	+$141K	0.2%	37
2022 Q3	$326K	Sell	3,121 -171	-5%	-$19.6K	0.15%	44
2022 Q2	$371K	Hold	3,292	–	–	0.16%	39
2022 Q1	$449K	Hold	3,292	–	–	0.17%	33
2021 Q4	$521K	Sell	3,292 -1,558	-32%	-$256K	0.15%	41
2021 Q3	$794K	Sell	4,850 -600	-11%	-$94.1K	0.23%	38
2021 Q2	$848K	Buy	5,450 +1,504	+38%	+$236K	0.26%	41
2021 Q1	$601K	Sell	3,946 -8	-0.2%	-$1.15K	0.24%	44
2020 Q4	$555K	Buy	3,954 +1,144	+41%	+$128K	0.46%	34
2020 Q3	$275K	Sell	2,810 -1,462	-34%	-$144K	0.27%	37
2020 Q2	$401K	Buy	4,272 +1	+0%	+$95	0.36%	33
2020 Q1	$384K	Sell	4,271 -325	-7%	-$39.5K	0.45%	25
2019 Q4	$640K	Buy	+4,596	New	+$589K	0.62%	22

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

Engrave Wealth Partners's JPM Position: Q4 2023 in Review

Engrave Wealth Partners increased its JPMorgan Chase (JPM) stake by 2.4% in Q4 2023, buying an estimated $16.8K and bringing the position to 4,722 shares worth $803K. The position accounts for 0.23% of the portfolio, ranked #37.

Engrave Wealth Partners first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $848K in Q2 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Engrave Wealth Partners held 4,722 shares of JPMorgan Chase worth $803K as of Q4 2023.
Engrave Wealth Partners bought 111 JPMorgan Chase shares in Q4 2023, an estimated $16.8K.
JPMorgan Chase made up 0.23% of Engrave Wealth Partners's portfolio in Q4 2023, its #37 holding.
Engrave Wealth Partners first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
Engrave Wealth Partners's JPMorgan Chase position peaked at $848K in Q2 2021.
3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.