Gibson Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Gibson Wealth Advisors’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	$2.38M	Buy	+18,724	New	+$2.37M	0.05%	58

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gibson Wealth Advisors's JPM Position: Q4 2022 in Review

Gibson Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2022: 18,724 shares worth $2.38M. The stake represents 0.05% of the portfolio and ranks #58 among its holdings.

3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Gibson Wealth Advisors held 18,724 shares of JPMorgan Chase worth $2.38M as of Q4 2022.
JPMorgan Chase was a new Gibson Wealth Advisors position in Q4 2022.
JPMorgan Chase made up 0.05% of Gibson Wealth Advisors's portfolio in Q4 2022, its #58 holding.
3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.