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Johanson Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Johanson 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
2021
Q4 		$4.15M Sell
26,189
-430
-2% -$70.6K 1.27% 25
2021
Q3 		$4.36M Buy
26,619
+171
+0.6% +$26.8K 1.5% 22
2021
Q2 		$4.11M Buy
26,448
+545
+2% +$85.6K 1.39% 23
2021
Q1 		$3.92M Buy
25,903
+162
+0.6% +$23.3K 1.43% 23
2020
Q4 		$3.27M Buy
25,741
+464
+2% +$51.9K 1.32% 24
2020
Q3 		$2.5M Buy
25,277
+711
+3% +$69.8K 1.12% 28
2020
Q2 		$2.31M Buy
24,566
+886
+4% +$84.1K 1.15% 29
2020
Q1 		$2.13M Sell
23,680
-3,192,753
-99% -$388M 1.23% 28
2019
Q4 		$23.1M Buy
3,216,433
+3,193,391
+13,859% +$410M 1.1% 23
2019
Q3 		$2.71M Sell
23,042
-2,431
-10% -$275K 1.41% 24
2019
Q2 		$2.84M Buy
25,473
+83
+0.3% +$9.15K 1.51% 20
2019
Q1 		$2.57M Buy
25,390
+712
+3% +$73.4K 1.44% 22
2018
Q4 		$2.4M Buy
24,678
+1,199
+5% +$128K 1.62% 20
2018
Q3 		$2.65M Buy
23,479
+662
+3% +$75.1K 1.53% 19
2018
Q2 		$2.37M Buy
22,817
+1,587
+7% +$174K 1.5% 19
2018
Q1 		$2.33M Buy
21,230
+1,569
+8% +$178K 1.55% 19
2017
Q4 		$2.1M Buy
19,661
+1,503
+8% +$152K 1.39% 22
2017
Q3 		$1.74M Buy
18,158
+333
+2% +$30.7K 1.27% 22
2017
Q2 		$1.62M Buy
17,825
+833
+5% +$71.9K 1.32% 22
2017
Q1 		$1.5M Buy
+16,992
New +$1.5M 1.32% 21
2016
Q4 		– Sell
-13,343
Closed -$891K – 38
2016
Q3 		$891K Buy
13,343
+880
+7% +$57.4K 0.96% 29
2016
Q2 		$770K Sell
12,463
-234
-2% -$14.6K 0.91% 29
2016
Q1 		$754K Buy
12,697
+72
+0.6% +$4.21K 0.93% 28
2015
Q4 		$833K Buy
+12,625
New +$822K 1.09% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Johanson Financial Advisors's JPM Position: Q4 2021 in Review

Johanson Financial Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q4 2021, selling an estimated $70.6K and leaving 26,189 shares worth $4.15M. The position accounts for 1.27% of the portfolio, ranked #25.

Johanson Financial Advisors first reported a position in JPM in Q4 2015 and has held it in 24 quarters since. The position peaked at $23.1M in Q4 2019. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Johanson Financial Advisors held 26,189 shares of JPMorgan Chase worth $4.15M as of Q4 2021.
  • Johanson Financial Advisors sold 430 JPMorgan Chase shares in Q4 2021, an estimated $70.6K.
  • JPMorgan Chase made up 1.27% of Johanson Financial Advisors's portfolio in Q4 2021, its #25 holding.
  • Johanson Financial Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's JPMorgan Chase position peaked at $23.1M in Q4 2019.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.