HC Financial Advisors’s JPMorgan Chase JPM Stock Holding History

HC Financial 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 Q2	$154K	Buy	1,364 +421	+45%	+$52.2K	0.1%	85
2022 Q1	$129K	Buy	943 +75	+9%	+$11.1K	0.08%	94
2021 Q4	$137K	Hold	868	–	–	0.08%	96
2021 Q3	$142K	Hold	868	–	–	0.09%	88
2021 Q2	$135K	Hold	868	–	–	0.08%	96
2021 Q1	$132K	Hold	868	–	–	0.08%	91
2020 Q4	$110K	Sell	868 -464	-35%	-$51.9K	0.07%	101
2020 Q3	$128K	Buy	1,332 +214	+19%	+$21K	0.09%	83
2020 Q2	$105K	Hold	1,118	–	–	0.08%	81
2020 Q1	$101K	Buy	+1,118	New	+$136K	0.09%	84

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Financial Advisors's JPM Position: Q2 2022 in Review

HC Financial Advisors increased its JPMorgan Chase (JPM) stake by 45% in Q2 2022, buying an estimated $52.2K and bringing the position to 1,364 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #85.

HC Financial Advisors first reported a position in JPM in Q1 2020 and has held it in 10 quarters since. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

HC Financial Advisors held 1,364 shares of JPMorgan Chase worth $154K as of Q2 2022.
HC Financial Advisors bought 421 JPMorgan Chase shares in Q2 2022, an estimated $52.2K.
JPMorgan Chase made up 0.1% of HC Financial Advisors's portfolio in Q2 2022, its #85 holding.
HC Financial Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 10 quarters since.
3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.