First Command Financial Services’s JPMorgan Chase JPM Stock Holding History

First Command Financial Services’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	$1.04M	Buy	7,152 +218	+3%	+$30K	0.1%	52
2023 Q1	$904K	Sell	6,934 -10	-0.1%	-$1.37K	0.09%	53
2022 Q4	$931K	Buy	6,944 +382	+6%	+$48.4K	0.12%	48
2022 Q3	$686K	Sell	6,562 -190	-3%	-$21.8K	0.1%	63
2022 Q2	$760K	Sell	6,752 -140	-2%	-$17.3K	0.11%	62
2022 Q1	$940K	Buy	6,892 +1,593	+30%	+$235K	0.13%	58
2021 Q4	$839K	Sell	5,299 -175	-3%	-$28.7K	0.12%	59
2021 Q3	$896K	Buy	5,474 +485	+10%	+$76K	0.15%	54
2021 Q2	$775K	Sell	4,989 -160	-3%	-$25.1K	0.09%	62
2021 Q1	$784K	Buy	5,149 +227	+5%	+$32.7K	0.17%	57
2020 Q4	$625K	Buy	4,922 +253	+5%	+$28.3K	0.15%	61
2020 Q3	$449K	Sell	4,669 -731	-14%	-$71.8K	0.13%	72
2020 Q2	$508K	Sell	5,400 -145	-3%	-$13.8K	0.16%	63
2020 Q1	$500K	Sell	5,545 -127	-2%	-$15.4K	0.27%	57
2019 Q4	$791K	Buy	5,672 +411	+8%	+$52.7K	0.37%	43
2019 Q3	$620K	Buy	5,261 +970	+23%	+$110K	0.31%	49
2019 Q2	$480K	Hold	4,291	–	–	0.24%	64
2019 Q1	$435K	Buy	4,291 +831	+24%	+$85.6K	0.22%	67
2018 Q4	$338K	Sell	3,460 -414	-11%	-$44.1K	0.17%	72
2018 Q3	$437K	Buy	3,874 +68	+2%	+$7.72K	0.12%	79
2018 Q2	$397K	Sell	3,806 -1,545	-29%	-$169K	0.12%	82
2018 Q1	$588K	Buy	5,351 +102	+2%	+$11.5K	0.03%	48
2017 Q4	$561K	Hold	5,249	–	–	0.31%	51
2017 Q3	$501K	Sell	5,249 -179	-3%	-$16.5K	0.31%	50
2017 Q2	$496K	Buy	5,428 +350	+7%	+$30.2K	0.33%	47
2017 Q1	$446K	Buy	5,078 +595	+13%	+$52.5K	0.31%	54
2016 Q4	$387K	Buy	+4,483	New	+$342K	0.31%	55

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 Command Financial Services's JPM Position: Q2 2023 in Review

First Command Financial Services increased its JPMorgan Chase (JPM) stake by 3.1% in Q2 2023, buying an estimated $30K and bringing the position to 7,152 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #52.

First Command Financial Services first reported a position in JPM in Q4 2016 and has held it in 27 quarters since. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

First Command Financial Services held 7,152 shares of JPMorgan Chase worth $1.04M as of Q2 2023.
First Command Financial Services bought 218 JPMorgan Chase shares in Q2 2023, an estimated $30K.
JPMorgan Chase made up 0.1% of First Command Financial Services's portfolio in Q2 2023, its #52 holding.
First Command Financial Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 27 quarters since.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.