Frontier Wealth Management’s JPMorgan Chase JPM Stock Holding History

Frontier 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 Q2	$7.85M	Buy	69,689 +6,574	+10%	+$814K	0.57%	45
2022 Q1	$8.3M	Sell	63,115 -1,854	-3%	-$274K	0.1%	34
2021 Q4	$10.3M	Buy	64,969 +6,085	+10%	+$999K	0.68%	31
2021 Q3	$9.64M	Buy	58,884 +2,829	+5%	+$444K	0.67%	31
2021 Q2	$8.72M	Sell	56,055 -417	-0.7%	-$65.5K	0.61%	33
2021 Q1	$8.6M	Buy	56,472 +2,894	+5%	+$416K	0.66%	28
2020 Q4	$6.81M	Sell	53,578 -6,006	-10%	-$671K	0.56%	33
2020 Q3	$5.74M	Sell	59,584 -10,466	-15%	-$1.03M	0.53%	36
2020 Q2	$6.59M	Sell	70,050 -7,099	-9%	-$674K	0.61%	33
2020 Q1	$6.95M	Buy	77,149 +37,303	+94%	+$4.53M	1.13%	18
2019 Q4	$5.55M	Sell	39,846 -33,403	-46%	-$4.28M	0.89%	25
2019 Q3	$8.62M	Sell	73,249 -274	-0.4%	-$31K	1.27%	17
2019 Q2	$8.22M	Buy	73,523 +51	+0.1%	+$5.62K	1.21%	18
2019 Q1	$7.44M	Buy	73,472 +1,054	+1%	+$109K	1.01%	18
2018 Q4	$7.07M	Buy	72,418 +4,902	+7%	+$522K	1.07%	16
2018 Q3	$7.62M	Sell	67,516 -2,759	-4%	-$313K	0.73%	15
2018 Q2	$7.32M	Buy	70,275 +10,962	+18%	+$1.2M	1.05%	15
2018 Q1	$6.52M	Buy	59,313 +26,360	+80%	+$2.98M	0.91%	20
2017 Q4	$3.52M	Buy	32,953 +3,682	+13%	+$373K	0.57%	43
2017 Q3	$2.8M	Buy	29,271 +1,219	+4%	+$112K	0.4%	61
2017 Q2	$2.56M	Buy	28,052 +1,043	+4%	+$90K	0.39%	67
2017 Q1	$2.37M	Sell	27,009 -6,803	-20%	-$600K	0.36%	70
2016 Q4	$2.92M	Sell	33,812 -900	-3%	-$68.6K	0.48%	60
2016 Q3	$2.31M	Sell	34,712 -5,865	-14%	-$382K	0.35%	78
2016 Q2	$2.52M	Sell	40,577 -1,468	-3%	-$91.7K	0.4%	65
2016 Q1	$2.49M	Buy	42,045 +957	+2%	+$55.9K	0.21%	66
2015 Q4	$2.71M	Buy	41,088 +2,003	+5%	+$130K	0.44%	61
2015 Q3	$2.38M	Buy	39,085 +10,719	+38%	+$702K	0.38%	70
2015 Q2	$1.92M	Buy	28,366 +14,588	+106%	+$952K	0.3%	83
2015 Q1	$835K	Sell	13,778 -3,250	-19%	-$192K	0.13%	118
2014 Q4	$1.07M	Buy	+17,028	New	+$1.02M	0.2%	81

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Frontier Wealth Management's JPM Position: Q2 2022 in Review

Frontier Wealth Management increased its JPMorgan Chase (JPM) stake by 10% in Q2 2022, buying an estimated $814K and bringing the position to 69,689 shares worth $7.85M. The position accounts for 0.57% of the portfolio, ranked #45.

Frontier Wealth Management first reported a position in JPM in Q4 2014 and has held it in 31 quarters since. The position peaked at $10.3M in Q4 2021. 3,424 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Frontier Wealth Management held 69,689 shares of JPMorgan Chase worth $7.85M as of Q2 2022.
Frontier Wealth Management bought 6,574 JPMorgan Chase shares in Q2 2022, an estimated $814K.
JPMorgan Chase made up 0.57% of Frontier Wealth Management's portfolio in Q2 2022, its #45 holding.
Frontier Wealth Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's JPMorgan Chase position peaked at $10.3M in Q4 2021.
3,424 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.