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KCS Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

KCS Wealth Advisory’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 		$3.02M Sell
20,839
-3,136
-13% -$470K 1.29% 17
2023
Q2 		$3.49M Buy
23,975
+520
+2% +$71.5K 1.21% 18
2023
Q1 		$3.06M Sell
23,455
-104
-0.4% -$14.3K 1.16% 23
2022
Q4 		$3.16M Buy
23,559
+465
+2% +$58.9K 1.31% 14
2022
Q3 		$2.41M Buy
23,094
+4,644
+25% +$533K 1.11% 23
2022
Q2 		$2.08M Buy
18,450
+3,680
+25% +$456K 0.92% 35
2022
Q1 		$2.01M Sell
14,770
-531
-3% -$78.4K 0.93% 37
2021
Q4 		$2.42M Sell
15,301
-323
-2% -$53K 0.97% 28
2021
Q3 		$2.56M Sell
15,624
-430
-3% -$67.4K 1.21% 21
2021
Q2 		$2.5M Buy
16,054
+27
+0.2% +$4.24K 1.18% 18
2021
Q1 		$2.44M Buy
16,027
+1,042
+7% +$150K 1.26% 16
2020
Q4 		$1.9M Buy
14,985
+2,494
+20% +$279K 1.26% 18
2020
Q3 		$1.2M Buy
12,491
+414
+3% +$40.7K 0.96% 33
2020
Q2 		$1.14M Buy
12,077
+7,674
+174% +$728K 0.94% 38
2020
Q1 		$396K Sell
4,403
-332
-7% -$40.3K 0.4% 99
2019
Q4 		$660K Sell
4,735
-391
-8% -$50.1K 0.49% 88
2019
Q3 		$603K Buy
5,126
+11
+0.2% +$1.24K 0.42% 87
2019
Q2 		$572K Buy
5,115
+36
+0.7% +$3.97K 0.45% 90
2019
Q1 		$514K Sell
5,079
-496
-9% -$51.1K 0.45% 96
2018
Q4 		$544K Sell
5,575
-1,011
-15% -$108K 0.57% 85
2018
Q3 		$743K Sell
6,586
-846
-11% -$96K 0.69% 57
2018
Q2 		$774K Sell
7,432
-1,219
-14% -$134K 0.72% 49
2018
Q1 		$911K Buy
8,651
+1,377
+19% +$156K 0.83% 32
2017
Q4 		$778K Buy
+7,274
New +$737K 0.75% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KCS Wealth Advisory's JPM Position: Q3 2023 in Review

KCS Wealth Advisory reduced its JPMorgan Chase (JPM) stake by 13% in Q3 2023, selling an estimated $470K and leaving 20,839 shares worth $3.02M. The position accounts for 1.29% of the portfolio, ranked #17.

KCS Wealth Advisory first reported a position in JPM in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.49M in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • KCS Wealth Advisory held 20,839 shares of JPMorgan Chase worth $3.02M as of Q3 2023.
  • KCS Wealth Advisory sold 3,136 JPMorgan Chase shares in Q3 2023, an estimated $470K.
  • JPMorgan Chase made up 1.29% of KCS Wealth Advisory's portfolio in Q3 2023, its #17 holding.
  • KCS Wealth Advisory first reported a position in JPMorgan Chase in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's JPMorgan Chase position peaked at $3.49M in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.