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Laurel Wealth Advisors (California)’s JPMorgan Chase JPM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$5.53M Sell
41,728
-1,360
-3% -$172K 0.55% 41
2022
Q3 		$4.45M Buy
43,088
+1,558
+4% +$179K 0.47% 47
2022
Q2 		$4.68M Sell
41,530
-634
-2% -$78.6K 0.48% 50
2022
Q1 		$5.68M Sell
42,164
-28
-0.1% -$4.13K 0.47% 45
2021
Q4 		$6.68M Buy
42,192
+22,663
+116% +$3.72M 0.52% 35
2021
Q3 		$3.2M Sell
19,529
-1,605
-8% -$252K 0.59% 30
2021
Q2 		$3.29M Buy
21,134
+712
+3% +$112K 0.43% 50
2021
Q1 		$3.11M Buy
20,422
+949
+5% +$137K 0.47% 48
2020
Q4 		$2.47M Sell
19,473
-28
-0.1% -$3.13K 0.36% 63
2020
Q3 		$1.88M Buy
19,501
+404
+2% +$39.7K 0.31% 77
2020
Q2 		$1.8M Sell
19,097
-99
-0.5% -$9.39K 0.33% 75
2020
Q1 		$1.73M Sell
19,196
-1,196
-6% -$145K 0.4% 63
2019
Q4 		$2.84M Sell
20,392
-10,624
-34% -$1.36M 0.48% 51
2019
Q3 		$3.65M Buy
31,016
+5,676
+22% +$642K 0.62% 37
2019
Q2 		$2.83M Sell
25,340
-219
-0.9% -$24.1K 0.62% 38
2019
Q1 		$2.59M Buy
25,559
+2,933
+13% +$302K 0.64% 36
2018
Q4 		$2.21M Sell
22,626
-815
-3% -$86.8K 0.65% 38
2018
Q3 		$2.65M Sell
23,441
-420
-2% -$47.7K 0.65% 35
2018
Q2 		$2.48M Buy
23,861
+1,989
+9% +$218K 0.66% 32
2018
Q1 		$2.4M Sell
21,872
-1,885
-8% -$213K 0.75% 28
2017
Q4 		$2.54M Buy
23,757
+941
+4% +$95.3K 0.73% 30
2017
Q3 		$2.18M Buy
22,816
+1,101
+5% +$102K 0.73% 29
2017
Q2 		$1.98M Buy
21,715
+4,344
+25% +$375K 0.71% 30
2017
Q1 		$1.52M Buy
17,371
+5,280
+44% +$466K 0.59% 45
2016
Q4 		$1.04M Sell
12,091
-433
-3% -$33K 0.46% 68
2016
Q3 		$834K Sell
12,524
-382
-3% -$24.9K 0.39% 72
2016
Q2 		$802K Sell
12,906
-821
-6% -$51.3K 0.39% 71
2016
Q1 		$813K Sell
13,727
-1,944
-12% -$114K 0.41% 69
2015
Q4 		$1.03M Buy
+15,671
New +$1.02M 0.53% 54

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

Laurel Wealth Advisors (California)'s JPM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its JPMorgan Chase (JPM) stake by 3.2% in Q4 2022, selling an estimated $172K and leaving 41,728 shares worth $5.53M. The position accounts for 0.55% of the portfolio, ranked #41.

Laurel Wealth Advisors (California) first reported a position in JPM in Q4 2015 and has held it in 29 quarters since. The position peaked at $6.68M in Q4 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 41,728 shares of JPMorgan Chase worth $5.53M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,360 JPMorgan Chase shares in Q4 2022, an estimated $172K.
  • JPMorgan Chase made up 0.55% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #41 holding.
  • Laurel Wealth Advisors (California) first reported a position in JPMorgan Chase in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s JPMorgan Chase position peaked at $6.68M in Q4 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.