KW
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KWB Wealth’s JPMorgan Chase JPM Stock Holding History

KWB 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 		– Sell
-2,949
Closed -$332K – 108
2022
Q2 		$332K Buy
2,949
+417
+16% +$51.7K 0.06% 81
2022
Q1 		$401K Hold
2,532
– – 0.07% 64
2021
Q4 		$401K Buy
2,532
+7
+0.3% +$1.15K 0.07% 64
2021
Q3 		$413K Buy
2,525
+467
+23% +$73.2K 0.07% 62
2021
Q2 		$313K Hold
2,058
– – 0.06% 66
2021
Q1 		$313K Buy
+2,058
New +$296K 0.06% 66

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

KWB Wealth's JPM Position: Q3 2022 in Review

KWB Wealth sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 2,949 shares — an estimated $332K sold.

KWB Wealth first reported a position in JPM in Q1 2021 and held it in 6 quarters. The position peaked at $413K in Q3 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • KWB Wealth reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • KWB Wealth sold 2,949 JPMorgan Chase shares in Q3 2022, an estimated $332K.
  • KWB Wealth first reported a position in JPMorgan Chase in Q1 2021 and held it in 6 quarters.
  • KWB Wealth's JPMorgan Chase position peaked at $413K in Q3 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

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