Intercontinental Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Intercontinental 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
2023 Q2	$2.83M	Buy	19,439 +674	+4%	+$92.7K	0.68%	24
2023 Q1	$2.45M	Buy	18,765 +9	+0%	+$1.23K	0.62%	26
2022 Q4	$2.52M	Sell	18,756 -833	-4%	-$106K	0.75%	20
2022 Q3	$2.05M	Buy	19,589 +287	+1%	+$32.9K	0.64%	29
2022 Q2	$2.17M	Sell	19,302 -1,245	-6%	-$154K	0.59%	23
2022 Q1	$2.8M	Buy	20,547 +2,414	+13%	+$356K	0.64%	18
2021 Q4	$2.87M	Buy	18,133 +506	+3%	+$83.1K	0.61%	20
2021 Q3	$2.88M	Sell	17,627 -1,181	-6%	-$185K	0.67%	17
2021 Q2	$2.92M	Buy	18,808 +596	+3%	+$93.6K	0.58%	20
2021 Q1	$2.77M	Sell	18,212 -2,517	-12%	-$362K	0.6%	18
2020 Q4	$2.63M	Sell	20,729 -3,007	-13%	-$336K	0.63%	21
2020 Q3	$2.29M	Buy	23,736 +3,028	+15%	+$297K	0.67%	18
2020 Q2	$1.95M	Buy	20,708 +4,054	+24%	+$385K	0.63%	19
2020 Q1	$1.5M	Buy	16,654 +12,419	+293%	+$1.51M	0.79%	20
2019 Q4	$583K	Sell	4,235 -2,168	-34%	-$278K	0.49%	40
2019 Q3	$754K	Buy	6,403 +656	+11%	+$74.2K	0.46%	44
2019 Q2	$643K	Buy	5,747 +10	+0.2%	+$1.1K	0.33%	47
2019 Q1	$581K	Hold	5,737	–	–	0.29%	49
2018 Q4	$560K	Buy	5,737 +1,012	+21%	+$108K	0.31%	49
2018 Q3	$533K	Buy	4,725 +1,641	+53%	+$186K	0.27%	57
2018 Q2	$321K	Buy	3,084 +3	+0.1%	+$329	0.18%	87
2018 Q1	$339K	Buy	3,081 +61	+2%	+$6.91K	0.2%	81
2017 Q4	$323K	Buy	3,020 +40	+1%	+$4.05K	0.18%	85
2017 Q3	$285K	Sell	2,980 -7	-0.2%	-$646	0.17%	91
2017 Q2	$273K	Sell	2,987 -993	-25%	-$85.7K	0.18%	90
2017 Q1	$350K	Sell	3,980 -15	-0.4%	-$1.32K	0.21%	88
2016 Q4	$345K	Buy	3,995 +165	+4%	+$12.6K	0.22%	90
2016 Q3	$255K	Sell	3,830 -23	-0.6%	-$1.5K	0.18%	102
2016 Q2	$239K	Sell	3,853 -13	-0.3%	-$812	0.18%	108
2016 Q1	$229K	Sell	3,866 -70	-2%	-$4.09K	0.17%	110
2015 Q4	$260K	Buy	+3,936	New	+$256K	0.18%	105

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

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

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

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

Intercontinental Wealth Advisors's JPM Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.6% in Q2 2023, buying an estimated $92.7K and bringing the position to 19,439 shares worth $2.83M. The position accounts for 0.68% of the portfolio, ranked #24.

Intercontinental Wealth Advisors first reported a position in JPM in Q4 2015 and has held it in 31 quarters since. The position peaked at $2.92M in Q2 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Intercontinental Wealth Advisors held 19,439 shares of JPMorgan Chase worth $2.83M as of Q2 2023.
Intercontinental Wealth Advisors bought 674 JPMorgan Chase shares in Q2 2023, an estimated $92.7K.
JPMorgan Chase made up 0.68% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #24 holding.
Intercontinental Wealth Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's JPMorgan Chase position peaked at $2.92M in Q2 2021.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.