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Freedom Wealth Alliance’s JPMorgan Chase JPM Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-450
Closed -$60.3K – 262
2022
Q4 		$60.3K Buy
+450
New +$57K 0.09% 111

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Wealth Alliance's JPM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 450 shares — an estimated $60.3K sold.

Freedom Wealth Alliance first reported a position in JPM in Q4 2022 and held it in 1 quarter. The position peaked at $60.3K in Q4 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 450 JPMorgan Chase shares in Q1 2023, an estimated $60.3K.
  • Freedom Wealth Alliance first reported a position in JPMorgan Chase in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's JPMorgan Chase position peaked at $60.3K in Q4 2022.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.