KPW
JPM icon

Kore Private Wealth’s JPMorgan Chase JPM Stock Holding History

Kore Private Wealth’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
2022
Q3 		$3.16M Sell
30,218
-461
-2% -$52.9K 0.57% 43
2022
Q2 		$3.46M Buy
30,679
+340
+1% +$42.1K 0.53% 45
2022
Q1 		$4.14M Buy
30,339
+815
+3% +$120K 0.52% 41
2021
Q4 		$4.67M Sell
29,524
-5,595
-16% -$919K 0.57% 36
2021
Q3 		$5.75M Buy
35,119
+502
+1% +$78.7K 0.6% 34
2021
Q2 		$5.38M Buy
34,617
+1,112
+3% +$175K 0.6% 31
2021
Q1 		$5.1M Sell
33,505
-1,608
-5% -$231K 0.69% 28
2020
Q4 		$4.46M Buy
35,113
+1,584
+5% +$177K 0.69% 30
2020
Q3 		$3.23M Sell
33,529
-3,269
-9% -$321K 0.62% 32
2020
Q2 		$3.46M Buy
36,798
+2,250
+7% +$213K 0.71% 31
2020
Q1 		$3.11M Sell
34,548
-1,652
-5% -$201K 0.74% 33
2019
Q4 		$5.05M Sell
36,200
-971
-3% -$125K 0.96% 30
2019
Q3 		$4.29M Sell
37,171
-15
-0% -$1.7K 0.97% 32
2019
Q2 		$4.16M Buy
37,186
+1,905
+5% +$210K 0.94% 31
2019
Q1 		$3.57M Sell
35,281
-3,936
-10% -$405K 0.8% 37
2018
Q4 		$3.83M Buy
+39,217
New +$4.18M 1.05% 27

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

Kore Private Wealth's JPM Position: Q3 2022 in Review

Kore Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2022, selling an estimated $52.9K and leaving 30,218 shares worth $3.16M. The position accounts for 0.57% of the portfolio, ranked #43.

Kore Private Wealth first reported a position in JPM in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.75M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Kore Private Wealth held 30,218 shares of JPMorgan Chase worth $3.16M as of Q3 2022.
  • Kore Private Wealth sold 461 JPMorgan Chase shares in Q3 2022, an estimated $52.9K.
  • JPMorgan Chase made up 0.57% of Kore Private Wealth's portfolio in Q3 2022, its #43 holding.
  • Kore Private Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's JPMorgan Chase position peaked at $5.75M in Q3 2021.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.