Johnson Midwest Financial’s JPMorgan Chase JPM Stock Holding History

Johnson Midwest Financial’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 Q3	$14.2K	Buy	98 +1	+1%	+$150	0.03%	170
2023 Q2	$14.1K	Hold	97	–	–	0.01%	177
2023 Q1	$12.6K	Buy	97 +1	+1%	+$137	0.02%	184
2022 Q4	$13K	Sell	96 -29	-23%	-$3.67K	0.05%	175
2022 Q3	$13	Buy	125 +1	+0.8%	+$115	0.05%	170
2022 Q2	$14K	Hold	124	–	–	0.02%	159
2022 Q1	$17K	Buy	124 +31	+33%	+$4.58K	0.02%	143
2021 Q4	$15K	Buy	93 +1	+1%	+$164	0.01%	152
2021 Q3	$15K	Hold	92	–	–	0.01%	157
2021 Q2	$14K	Buy	92 +1	+1%	+$157	0.01%	153
2021 Q1	$14K	Hold	91	–	–	0.01%	145
2020 Q4	$12K	Buy	+91	New	+$10.2K	0.01%	161

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Johnson Midwest Financial's JPM Position: Q3 2023 in Review

Johnson Midwest Financial increased its JPMorgan Chase (JPM) stake by 1% in Q3 2023, buying an estimated $150 and bringing the position to 98 shares worth $14.2K. The position accounts for 0.03% of the portfolio, ranked #170.

Johnson Midwest Financial first reported a position in JPM in Q4 2020 and has held it in 12 quarters since. The position peaked at $17K in Q1 2022. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Johnson Midwest Financial held 98 shares of JPMorgan Chase worth $14.2K as of Q3 2023.
Johnson Midwest Financial bought 1 JPMorgan Chase share in Q3 2023, an estimated $150.
JPMorgan Chase made up 0.03% of Johnson Midwest Financial's portfolio in Q3 2023, its #170 holding.
Johnson Midwest Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's JPMorgan Chase position peaked at $17K in Q1 2022.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.