First Capital Advisors Group’s JPMorgan Chase JPM Stock Holding History

First Capital Advisors Group’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 Q2	$2.26M	Sell	15,560 -65	-0.4%	-$8.94K	1.18%	21
2023 Q1	$2.04M	Sell	15,625 -255	-2%	-$34.9K	1.31%	23
2022 Q4	$2.13M	Sell	15,880 -2,070	-12%	-$262K	1.44%	17
2022 Q3	$1.88M	Buy	17,950 +380	+2%	+$43.6K	1.57%	17
2022 Q2	$1.98M	Buy	17,570 +91	+0.5%	+$11.3K	1.36%	17
2022 Q1	$2.38M	Sell	17,479 -171	-1%	-$25.2K	1.56%	24
2021 Q4	$2.79M	Buy	+17,650	New	+$2.9M	1.53%	25
2018 Q4	$1.28M	Buy	13,140 +9	+0.1%	+$959	0.96%	25
2018 Q3	$1.48M	Sell	13,131 -171	-1%	-$19.4K	0.91%	24
2018 Q2	$1.39M	Sell	13,302 -640	-5%	-$70.2K	0.92%	23
2018 Q1	$1.53M	Sell	13,942 -3,101	-18%	-$351K	0.89%	28
2017 Q4	$1.82M	Sell	17,043 -331	-2%	-$33.5K	1.15%	24
2017 Q3	$1.66M	Sell	17,374 -1,841	-10%	-$170K	1.14%	21
2017 Q2	$1.76M	Sell	19,215 -480	-2%	-$41.4K	1.2%	18
2017 Q1	$1.73M	Buy	19,695 +170	+0.9%	+$15K	1.29%	15
2016 Q4	$1.69M	Buy	+19,525	New	+$1.49M	1.56%	15

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

First Capital Advisors Group's JPM Position: Q2 2023 in Review

First Capital Advisors Group reduced its JPMorgan Chase (JPM) stake by 0.42% in Q2 2023, selling an estimated $8.94K and leaving 15,560 shares worth $2.26M. The position accounts for 1.18% of the portfolio, ranked #21.

First Capital Advisors Group first reported a position in JPM in Q4 2016 and has held it in 16 quarters since. The position peaked at $2.79M in Q4 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

First Capital Advisors Group held 15,560 shares of JPMorgan Chase worth $2.26M as of Q2 2023.
First Capital Advisors Group sold 65 JPMorgan Chase shares in Q2 2023, an estimated $8.94K.
JPMorgan Chase made up 1.18% of First Capital Advisors Group's portfolio in Q2 2023, its #21 holding.
First Capital Advisors Group first reported a position in JPMorgan Chase in Q4 2016 and has held it in 16 quarters since.
First Capital Advisors Group's JPMorgan Chase position peaked at $2.79M in Q4 2021.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.