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Highland Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Highland Private 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
Q4 		– Sell
-10,819
Closed -$1.13M – 85
2022
Q3 		$1.13M Sell
10,819
-1,908
-15% -$219K 0.18% 52
2022
Q2 		$1.43M Buy
12,727
+1,487
+13% +$184K 0.22% 42
2022
Q1 		$1.53M Sell
11,240
-760
-6% -$112K 0.2% 43
2021
Q4 		$1.9M Sell
12,000
-71
-0.6% -$11.7K 0.24% 42
2021
Q3 		$1.98M Buy
12,071
+710
+6% +$111K 0.28% 40
2021
Q2 		$1.77M Buy
11,361
+228
+2% +$35.8K 0.26% 42
2021
Q1 		$1.69M Sell
11,133
-159
-1% -$22.9K 0.28% 41
2020
Q4 		$1.44M Sell
11,292
-369
-3% -$41.2K 0.25% 41
2020
Q3 		$1.12M Buy
11,661
+551
+5% +$54.1K 0.22% 41
2020
Q2 		$1.04M Buy
11,110
+343
+3% +$32.5K 0.22% 41
2020
Q1 		$969K Buy
10,767
+208
+2% +$25.3K 0.26% 39
2019
Q4 		$1.47M Buy
10,559
+371
+4% +$47.6K 0.35% 36
2019
Q3 		$1.2M Buy
10,188
+378
+4% +$42.8K 0.33% 35
2019
Q2 		$1.1M Buy
9,810
+3,917
+66% +$432K 0.31% 34
2019
Q1 		$596K Buy
5,893
+226
+4% +$23.3K 0.19% 51
2018
Q4 		$553K Buy
5,667
+431
+8% +$45.9K 0.21% 46
2018
Q3 		$590K Buy
5,236
+111
+2% +$12.6K 0.2% 43
2018
Q2 		$534K Buy
5,125
+1,492
+41% +$164K 0.19% 43
2018
Q1 		$400K Sell
3,633
-1,160
-24% -$131K 0.25% 78
2017
Q4 		$513K Buy
4,793
+140
+3% +$14.2K 0.21% 43
2017
Q3 		$445K Buy
4,653
+74
+2% +$6.82K 0.19% 47
2017
Q2 		$419K Sell
4,579
-2
-0% -$173 0.2% 46
2017
Q1 		$402K Sell
4,581
-38
-0.8% -$3.35K 0.21% 46
2016
Q4 		$399K Sell
4,619
-520
-10% -$39.7K 0.2% 43
2016
Q3 		$343K Buy
5,139
+159
+3% +$10.4K 0.18% 46
2016
Q2 		$310K Sell
4,980
-13
-0.3% -$812 0.17% 50
2016
Q1 		$295K Buy
+4,993
New +$292K 0.17% 45

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

Highland Private Wealth Management's JPM Position: Q4 2022 in Review

Highland Private Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 10,819 shares — an estimated $1.13M sold.

Highland Private Wealth Management first reported a position in JPM in Q1 2016 and held it in 27 quarters. The position peaked at $1.98M in Q3 2021. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Highland Private Wealth Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 10,819 JPMorgan Chase shares in Q4 2022, an estimated $1.13M.
  • Highland Private Wealth Management first reported a position in JPMorgan Chase in Q1 2016 and held it in 27 quarters.
  • Highland Private Wealth Management's JPMorgan Chase position peaked at $1.98M in Q3 2021.
  • 3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.