High Pines Wealth Management’s JPMorgan Chase JPM Stock Holding History

High Pines 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
2023 Q4	$721K	Buy	4,240 +384	+10%	+$58.2K	1.1%	15
2023 Q3	$559K	Buy	3,856 +150	+4%	+$22.5K	0.92%	15
2023 Q2	$539K	Buy	3,706 +8	+0.2%	+$1.1K	0.82%	14
2023 Q1	$482K	Buy	3,698 +9	+0.2%	+$1.23K	0.8%	15
2022 Q4	$495K	Buy	3,689 +3	+0.1%	+$380	0.87%	14
2022 Q3	$385K	Buy	3,686 +690	+23%	+$79.2K	0.74%	14
2022 Q2	$337K	Sell	2,996 -26,200	-90%	-$3.25M	0.62%	17
2022 Q1	$3.98M	Buy	29,196 +3	+0%	+$443	2.93%	16
2021 Q4	$4.62M	Sell	29,193 -1,860	-6%	-$305K	3.22%	13
2021 Q3	$5.08M	Buy	31,053 +4,184	+16%	+$656K	3.49%	9
2021 Q2	$4.18M	Buy	26,869 +429	+2%	+$67.4K	3.15%	14
2021 Q1	$4.03M	Buy	26,440 +826	+3%	+$119K	3.56%	9
2020 Q4	$3.25M	Buy	+25,614	New	+$2.86M	3.01%	16

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

High Pines Wealth Management's JPM Position: Q4 2023 in Review

High Pines Wealth Management increased its JPMorgan Chase (JPM) stake by 10% in Q4 2023, buying an estimated $58.2K and bringing the position to 4,240 shares worth $721K. The position accounts for 1.1% of the portfolio, ranked #15.

High Pines Wealth Management first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.08M in Q3 2021. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

High Pines Wealth Management held 4,240 shares of JPMorgan Chase worth $721K as of Q4 2023.
High Pines Wealth Management bought 384 JPMorgan Chase shares in Q4 2023, an estimated $58.2K.
JPMorgan Chase made up 1.1% of High Pines Wealth Management's portfolio in Q4 2023, its #15 holding.
High Pines Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's JPMorgan Chase position peaked at $5.08M in Q3 2021.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.