Financial Architects (New Jersey)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.45M | Sell |
16,842
-301
| -2% | -$41.4K | 0.37% | 54 |
|
|
2023
Q1 | $2.23M | Sell |
17,143
-3,969
| -19% | -$544K | 0.36% | 64 |
|
|
2022
Q4 | $2.83M | Buy |
21,112
+118
| +0.6% | +$15K | 0.47% | 47 |
|
|
2022
Q3 | $2.19M | Buy |
+20,994
| New | +$2.41M | 0.38% | 58 |
|
|
2022
Q2 | – | Sell |
-17,221
| Closed | -$2.35M | – | 153 |
|
|
2022
Q1 | $2.35M | Buy |
17,221
+648
| +4% | +$95.7K | 0.34% | 73 |
|
|
2021
Q4 | $2.62M | Buy |
16,573
+265
| +2% | +$43.5K | 0.35% | 69 |
|
|
2021
Q3 | $2.67M | Sell |
16,308
-1,131
| -6% | -$177K | 0.39% | 62 |
|
|
2021
Q2 | $2.71M | Buy |
17,439
+1,604
| +10% | +$252K | 0.39% | 60 |
|
|
2021
Q1 | $2.41M | Sell |
15,835
-36
| -0.2% | -$5.18K | 0.38% | 61 |
|
|
2020
Q4 | $2.02M | Sell |
15,871
-251
| -2% | -$28.1K | 0.37% | 62 |
|
|
2020
Q3 | $1.55M | Sell |
16,122
-1,586
| -9% | -$156K | 0.34% | 66 |
|
|
2020
Q2 | $1.67M | Buy |
17,708
+2,338
| +15% | +$222K | 0.38% | 58 |
|
|
2020
Q1 | $1.38M | Buy |
15,370
+1,074
| +8% | +$130K | 0.38% | 58 |
|
|
2019
Q4 | $1.99M | Sell |
14,296
-294
| -2% | -$37.7K | 0.43% | 54 |
|
|
2019
Q3 | $1.72M | Sell |
14,590
-57,556
| -80% | -$6.51M | 0.4% | 57 |
|
|
2019
Q2 | $8.07M | Sell |
72,146
-85,989
| -54% | -$9.48M | 1.5% | 15 |
|
|
2019
Q1 | $16M | Buy |
158,135
+250
| +0.2% | +$25.8K | 2.72% | 3 |
|
|
2018
Q4 | $15.4M | Buy |
157,885
+557
| +0.4% | +$59.3K | 2.95% | 2 |
|
|
2018
Q3 | $17.8M | Buy |
157,328
+322
| +0.2% | +$36.6K | 2.89% | 2 |
|
|
2018
Q2 | $16.4M | Sell |
157,006
-1,269
| -0.8% | -$139K | 2.92% | 3 |
|
|
2018
Q1 | $17.4M | Sell |
158,275
-2,176
| -1% | -$246K | 3.4% | 2 |
|
|
2017
Q4 | $17.2M | Sell |
160,451
-2,493
| -2% | -$252K | 2.86% | 3 |
|
|
2017
Q3 | $15.6M | Buy |
162,944
+3,136
| +2% | +$289K | 2.77% | 3 |
|
|
2017
Q2 | $14.6M | Buy |
159,808
+1,344
| +0.8% | +$116K | 2.62% | 4 |
|
|
2017
Q1 | $13.9M | Buy |
158,464
+99,360
| +168% | +$8.77M | 2.47% | 3 |
|
|
2016
Q4 | $5.1M | Sell |
59,104
-2,882
| -5% | -$220K | 1.2% | 20 |
|
|
2016
Q3 | $4.13M | Sell |
61,986
-1,204
| -2% | -$78.5K | 1.11% | 18 |
|
|
2016
Q2 | $3.93M | Buy |
63,190
+48,482
| +330% | +$3.03M | 1.11% | 18 |
|
|
2016
Q1 | $871K | Buy |
14,708
+227
| +2% | +$13.3K | 0.31% | 73 |
|
|
2015
Q4 | $956K | Buy |
14,481
+563
| +4% | +$36.7K | 0.38% | 64 |
|
|
2015
Q3 | $849K | Buy |
13,918
+245
| +2% | +$16K | 0.36% | 65 |
|
|
2015
Q2 | $893K | Sell |
13,673
-328
| -2% | -$21.4K | 0.32% | 64 |
|
|
2015
Q1 | $848K | Buy |
14,001
+27
| +0.2% | +$1.6K | 0.33% | 65 |
|
|
2014
Q4 | $874K | Buy |
13,974
+330
| +2% | +$19.9K | 0.38% | 55 |
|
|
2014
Q3 | $822K | Buy |
13,644
+190
| +1% | +$11.1K | 0.4% | 54 |
|
|
2014
Q2 | $775K | Sell |
13,454
-737
| -5% | -$41.4K | 0.37% | 58 |
|
|
2014
Q1 | $862K | Buy |
14,191
+2,294
| +19% | +$133K | 0.52% | 48 |
|
|
2013
Q4 | $696K | Buy |
11,897
+1,589
| +15% | +$87.1K | 0.41% | 60 |
|
|
2013
Q3 | $533K | Sell |
10,308
-314
| -3% | -$16.8K | 0.34% | 63 |
|
|
2013
Q2 | $566K | Buy |
+10,622
| New | +$540K | 0.42% | 54 |
|
Other funds holding JPM
Financial Architects (New Jersey)'s JPM Position: Q2 2023 in Review
Financial Architects (New Jersey) reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2023, selling an estimated $41.4K and leaving 16,842 shares worth $2.45M. The position accounts for 0.37% of the portfolio, ranked #54.
Financial Architects (New Jersey) first reported a position in JPM in Q2 2013 and has held it in 40 quarters since. The position peaked at $17.8M in Q3 2018. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.
- Financial Architects (New Jersey) held 16,842 shares of JPMorgan Chase worth $2.45M as of Q2 2023.
- Financial Architects (New Jersey) sold 301 JPMorgan Chase shares in Q2 2023, an estimated $41.4K.
- JPMorgan Chase made up 0.37% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #54 holding.
- Financial Architects (New Jersey) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 40 quarters since.
- Financial Architects (New Jersey)'s JPMorgan Chase position peaked at $17.8M in Q3 2018.
- 3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.