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Gamble Jones Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Gamble Jones Investment Counsel’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 		$6.21M Buy
46,291
+377
+0.8% +$47.8K 0.47% 46
2022
Q3 		$4.8M Buy
45,914
+1,917
+4% +$220K 0.39% 53
2022
Q2 		$4.96M Buy
43,997
+641
+1% +$79.4K 0.37% 52
2022
Q1 		$5.91M Buy
43,356
+445
+1% +$65.7K 0.37% 52
2021
Q4 		$6.79M Buy
42,911
+160
+0.4% +$26.3K 0.4% 56
2021
Q3 		$7M Buy
42,751
+1,222
+3% +$192K 0.46% 49
2021
Q2 		$6.46M Buy
41,529
+294
+0.7% +$46.2K 0.42% 56
2021
Q1 		$6.28M Sell
41,235
-11,907
-22% -$1.71M 0.42% 54
2020
Q4 		$6.75M Buy
53,142
+2,405
+5% +$269K 0.46% 47
2020
Q3 		$4.88M Sell
50,737
-1,361
-3% -$134K 0.36% 56
2020
Q2 		$4.9M Buy
52,098
+123
+0.2% +$11.7K 0.39% 52
2020
Q1 		$4.68M Sell
51,975
-1,277
-2% -$155K 0.43% 47
2019
Q4 		$7.42M Buy
53,252
+2,915
+6% +$374K 0.58% 41
2019
Q3 		$5.92M Buy
50,337
+1,899
+4% +$215K 0.49% 47
2019
Q2 		$5.42M Sell
48,438
-460
-0.9% -$50.7K 0.46% 49
2019
Q1 		$4.95M Sell
48,898
-1,106
-2% -$114K 0.44% 50
2018
Q4 		$4.88M Buy
50,004
+2,603
+5% +$277K 0.49% 50
2018
Q3 		$5.35M Buy
47,401
+1,558
+3% +$177K 0.49% 49
2018
Q2 		$4.78M Sell
45,843
-1,033
-2% -$113K 0.48% 48
2018
Q1 		$5.16M Sell
46,876
-1,360
-3% -$154K 0.51% 43
2017
Q4 		$5.16M Sell
48,236
-2,874
-6% -$291K 0.49% 43
2017
Q3 		$4.88M Buy
51,110
+1,151
+2% +$106K 0.5% 43
2017
Q2 		$4.57M Buy
49,959
+276
+0.6% +$23.8K 0.48% 45
2017
Q1 		$4.36M Buy
49,683
+1,525
+3% +$135K 0.46% 45
2016
Q4 		$4.16M Buy
48,158
+311
+0.6% +$23.7K 0.46% 40
2016
Q3 		$3.19M Buy
47,847
+1,386
+3% +$90.4K 0.35% 53
2016
Q2 		$2.89M Sell
46,461
-118
-0.3% -$7.37K 0.31% 58
2016
Q1 		$2.76M Buy
46,579
+1,243
+3% +$72.6K 0.31% 62
2015
Q4 		$2.99M Buy
45,336
+3,855
+9% +$251K 0.33% 56
2015
Q3 		$2.53M Buy
41,481
+181
+0.4% +$11.9K 0.29% 66
2015
Q2 		$2.8M Buy
41,300
+6,998
+20% +$457K 0.29% 61
2015
Q1 		$2.08M Buy
34,302
+2,741
+9% +$162K 0.22% 88
2014
Q4 		$1.98M Buy
31,561
+2,856
+10% +$172K 0.2% 85
2014
Q3 		$1.73M Sell
28,705
-3,089
-10% -$181K 0.19% 89
2014
Q2 		$1.83M Sell
31,794
-86
-0.3% -$4.83K 0.2% 87
2014
Q1 		$1.94M Buy
31,880
+721
+2% +$41.7K 0.23% 80
2013
Q4 		$1.82M Sell
31,159
-556
-2% -$30.5K 0.21% 83
2013
Q3 		$1.64M Sell
31,715
-1,866
-6% -$100K 0.21% 84
2013
Q2 		$1.77M Buy
+33,581
New +$1.71M 0.23% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gamble Jones Investment Counsel's JPM Position: Q4 2022 in Review

Gamble Jones Investment Counsel increased its JPMorgan Chase (JPM) stake by 0.82% in Q4 2022, buying an estimated $47.8K and bringing the position to 46,291 shares worth $6.21M. The position accounts for 0.47% of the portfolio, ranked #46.

Gamble Jones Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.42M in Q4 2019. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Gamble Jones Investment Counsel held 46,291 shares of JPMorgan Chase worth $6.21M as of Q4 2022.
  • Gamble Jones Investment Counsel bought 377 JPMorgan Chase shares in Q4 2022, an estimated $47.8K.
  • JPMorgan Chase made up 0.47% of Gamble Jones Investment Counsel's portfolio in Q4 2022, its #46 holding.
  • Gamble Jones Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 39 quarters since.
  • Gamble Jones Investment Counsel's JPMorgan Chase position peaked at $7.42M in Q4 2019.
  • 3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.