Financial Advantage’s JPMorgan Chase JPM Stock Holding History

Financial Advantage’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 Q4	–	Sell	-1,000	Closed	-$104K	–	81
2022 Q3	$104K	Hold	1,000	–	–	0.1%	43
2022 Q2	$112K	Sell	1,000 -100	-9%	-$12.4K	0.1%	45
2022 Q1	$149K	Buy	1,100 +1,000	+1,000%	+$148K	0.12%	44
2021 Q4	$15K	Hold	100	–	–	0.01%	112
2021 Q3	$16K	Hold	100	–	–	0.01%	94
2021 Q2	$15K	Hold	100	–	–	0.01%	94
2021 Q1	$15K	Hold	100	–	–	0.01%	101
2020 Q4	$12K	Hold	100	–	–	0.01%	97
2020 Q3	$9K	Sell	100 -317	-76%	-$31.1K	0.01%	94
2020 Q2	$39K	Buy	417 +317	+317%	+$30.1K	0.03%	72
2020 Q1	$9K	Hold	100	–	–	0.01%	92
2019 Q4	$13K	Sell	100 -560	-85%	-$71.8K	0.01%	86
2019 Q3	$77K	Buy	660 +560	+560%	+$63.3K	0.05%	55
2019 Q2	$11K	Hold	100	–	–	0.01%	85
2019 Q1	$10K	Buy	+100	New	+$10.3K	0.01%	88
2014 Q1	–	Sell	-100	Closed	-$6K	–	166
2013 Q4	$6K	Hold	100	–	–	0.01%	179
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	167
2013 Q2	$5K	Buy	+100	New	+$5.08K	﹤0.01%	168

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Financial Advantage's JPM Position: Q4 2022 in Review

Financial Advantage sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 1,000 shares — an estimated $104K sold.

Financial Advantage first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $149K in Q1 2022. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Financial Advantage reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Financial Advantage sold 1,000 JPMorgan Chase shares in Q4 2022, an estimated $104K.
Financial Advantage first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
Financial Advantage's JPMorgan Chase position peaked at $149K in Q1 2022.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Financial Advantage's 13F filing for Q4 2022, filed 26 Jan 2023.