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Lehman & Derafelo Financial Resources’s JPMorgan Chase JPM Stock Holding History

Lehman & Derafelo Financial Resources’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 		$639K Buy
4,763
+2,209
+86% +$280K 0.19% 56
2022
Q3 		$267K Sell
2,554
-1,400
-35% -$161K 0.08% 81
2022
Q2 		$445K Sell
3,954
-33
-0.8% -$4.09K 0.14% 62
2022
Q1 		$543K Buy
3,987
+1,411
+55% +$208K 0.15% 60
2021
Q4 		$408K Buy
2,576
+12
+0.5% +$1.97K 0.12% 68
2021
Q3 		$420K Buy
2,564
+143
+6% +$22.4K 0.14% 67
2021
Q2 		$377K Buy
2,421
+56
+2% +$8.79K 0.1% 80
2021
Q1 		$360K Buy
2,365
+281
+13% +$40.4K 0.1% 82
2020
Q4 		$265K Hold
2,084
– – 0.08% 94
2020
Q3 		$201K Sell
2,084
-500
-19% -$49.1K 0.06% 126
2020
Q2 		$243K Sell
2,584
-794
-24% -$75.3K 0.08% 102
2020
Q1 		$304K Buy
3,378
+70
+2% +$8.51K 0.13% 68
2019
Q4 		$461K Buy
3,308
+38
+1% +$4.87K 0.17% 62
2019
Q3 		$385K Hold
3,270
– – 0.15% 65
2019
Q2 		$371K Buy
+3,270
New +$361K 0.15% 63

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

Lehman & Derafelo Financial Resources's JPM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its JPMorgan Chase (JPM) stake by 86% in Q4 2022, buying an estimated $280K and bringing the position to 4,763 shares worth $639K. The position accounts for 0.19% of the portfolio, ranked #56.

Lehman & Derafelo Financial Resources first reported a position in JPM in Q2 2019 and has held it in 15 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 4,763 shares of JPMorgan Chase worth $639K as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 2,209 JPMorgan Chase shares in Q4 2022, an estimated $280K.
  • JPMorgan Chase made up 0.19% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #56 holding.
  • Lehman & Derafelo Financial Resources first reported a position in JPMorgan Chase in Q2 2019 and has held it in 15 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.