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Janiczek Wealth Management’s JPMorgan Chase JPM Stock Holding History

Janiczek 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
2024
Q2 		$572K Buy
2,830
+127
+5% +$24.8K 0.12% 78
2024
Q1 		$541K Buy
2,703
+236
+10% +$42.6K 0.12% 82
2023
Q4 		$420K Buy
2,467
+431
+21% +$65.3K 0.1% 82
2023
Q3 		$295K Buy
2,036
+711
+54% +$107K 0.08% 102
2023
Q2 		$193K Buy
1,325
+97
+8% +$13.3K 0.05% 130
2023
Q1 		$171K Sell
1,228
-102
-8% -$14K 0.05% 134
2022
Q4 		$186K Buy
1,330
+471
+55% +$59.7K 0.05% 128
2022
Q3 		$90K Sell
859
-230
-21% -$26.4K 0.03% 218
2022
Q2 		$126K Buy
1,089
+49
+5% +$6.07K 0.04% 170
2022
Q1 		$142K Buy
1,040
+4
+0.4% +$590 0.04% 159
2021
Q4 		$164K Buy
1,036
+57
+6% +$9.36K 0.05% 130
2021
Q3 		$160K Buy
979
+118
+14% +$18.5K 0.06% 120
2021
Q2 		$134K Buy
861
+70
+9% +$11K 0.05% 116
2021
Q1 		$120K Buy
791
+216
+38% +$31.1K 0.05% 122
2020
Q4 		$73K Buy
575
+32
+6% +$3.58K 0.04% 143
2020
Q3 		$52K Sell
543
-173
-24% -$17K 0.03% 95
2020
Q2 		$67K Buy
716
+341
+91% +$32.4K 0.04% 72
2020
Q1 		$34K Sell
375
-15
-4% -$1.82K 0.02% 72
2019
Q4 		$54K Buy
390
+15
+4% +$1.92K 0.02% 65
2019
Q3 		$44K Buy
375
+175
+88% +$19.8K 0.02% 69
2019
Q2 		$22K Hold
200
– – 0.01% 104
2019
Q1 		$20K Sell
200
-420
-68% -$43.3K 0.01% 97
2018
Q4 		$61K Hold
620
– – 0.03% 71
2018
Q3 		$70K Sell
620
-15
-2% -$1.7K 0.04% 60
2018
Q2 		$66K Buy
+635
New +$69.7K 0.03% 62

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's JPM Position: Q2 2024 in Review

Janiczek Wealth Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q2 2024, buying an estimated $24.8K and bringing the position to 2,830 shares worth $572K. The position accounts for 0.12% of the portfolio, ranked #78.

Janiczek Wealth Management first reported a position in JPM in Q2 2018 and has held it in 25 quarters since. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Janiczek Wealth Management held 2,830 shares of JPMorgan Chase worth $572K as of Q2 2024.
  • Janiczek Wealth Management bought 127 JPMorgan Chase shares in Q2 2024, an estimated $24.8K.
  • JPMorgan Chase made up 0.12% of Janiczek Wealth Management's portfolio in Q2 2024, its #78 holding.
  • Janiczek Wealth Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 25 quarters since.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.