Foresight Wealth Management’s JPMorgan Chase JPM Stock Holding History

Foresight Wealth Management’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
2022 Q4	–	Sell	-10,461	Closed	-$1.09M	–	58
2022 Q3	$1.09M	Buy	10,461 +1,188	+13%	+$136K	0.25%	35
2022 Q2	$1.04M	Buy	9,273 +898	+11%	+$111K	0.22%	38
2022 Q1	$1.14M	Buy	8,375 +1,871	+29%	+$276K	0.21%	39
2021 Q4	$1.03M	Buy	6,504 +213	+3%	+$35K	0.01%	44
2021 Q3	$1.03M	Sell	6,291 -379	-6%	-$59.4K	0.21%	37
2021 Q2	$1.04M	Buy	6,670 +903	+16%	+$142K	0.23%	40
2021 Q1	$878K	Buy	5,767 +1,444	+33%	+$208K	0.22%	44
2020 Q4	$549K	Buy	4,323 +1,911	+79%	+$214K	0.15%	61
2020 Q3	$232K	Buy	+2,412	New	+$237K	0.08%	82

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foresight Wealth Management's JPM Position: Q4 2022 in Review

Foresight Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 10,461 shares — an estimated $1.09M sold.

Foresight Wealth Management first reported a position in JPM in Q3 2020 and held it in 9 quarters. The position peaked at $1.14M in Q1 2022. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Foresight Wealth Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 10,461 JPMorgan Chase shares in Q4 2022, an estimated $1.09M.
Foresight Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and held it in 9 quarters.
Foresight Wealth Management's JPMorgan Chase position peaked at $1.14M in Q1 2022.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.