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Financial Services Advisory’s JPMorgan Chase JPM Stock Holding History

Financial Services Advisory’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
Q3 		– Sell
-1,533
Closed -$223K – 53
2023
Q2 		$223K Buy
+1,533
New +$211K 0.09% 44
2018
Q4 		– Sell
-2,273
Closed -$256K – 10
2018
Q3 		$256K Sell
2,273
-1,979
-47% -$225K 0.17% 17
2018
Q2 		$443K Buy
4,252
+21
+0.5% +$2.3K 0.38% 18
2018
Q1 		$465K Buy
+4,231
New +$479K 0.5% 19

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Services Advisory's JPM Position: Q3 2023 in Review

Financial Services Advisory sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 1,533 shares — an estimated $223K sold.

Financial Services Advisory first reported a position in JPM in Q1 2018 and held it in 4 quarters. The position peaked at $465K in Q1 2018. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Financial Services Advisory reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Financial Services Advisory sold 1,533 JPMorgan Chase shares in Q3 2023, an estimated $223K.
  • Financial Services Advisory first reported a position in JPMorgan Chase in Q1 2018 and held it in 4 quarters.
  • Financial Services Advisory's JPMorgan Chase position peaked at $465K in Q1 2018.
  • 3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Financial Services Advisory's 13F filing for Q3 2023, filed 17 Oct 2023.