Financial Architects (New Jersey)’s JPMorgan Chase JPM Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-100	Closed	-$11K	–	1085
2019 Q2	$11K	Buy	+100	New	+$11K	﹤0.01%	870
2018 Q4	–	Sell	-500	Closed	-$56K	–	1417
2018 Q3	$56K	Buy	+500	New	+$56.8K	0.01%	600
2018 Q2	–	Sell	-500	Closed	-$55K	–	1417
2018 Q1	$55K	Sell	500 -3,000	-86%	-$340K	0.01%	587
2017 Q4	$374K	Buy	3,500 +3,000	+600%	+$304K	0.06%	202
2017 Q3	$48K	Hold	500	–	–	0.01%	700
2017 Q2	$46K	Hold	500	–	–	0.01%	701
2017 Q1	$44K	Buy	+500	New	+$44.1K	0.01%	693

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.