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LeJeune Puetz Investment Counsel’s JPMorgan Chase JPM Stock Holding History

LeJeune Puetz Investment Counsel’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
Q1 		$5.65M Buy
43,347
+35
+0.1% +$4.8K 2.02% 8
2022
Q4 		$5.81M Buy
43,312
+290
+0.7% +$36.7K 2.17% 6
2022
Q3 		$4.5M Buy
43,022
+1,400
+3% +$161K 1.85% 11
2022
Q2 		$4.69M Buy
41,622
+2,001
+5% +$248K 1.82% 10
2022
Q1 		$5.4M Buy
39,621
+596
+2% +$88K 1.89% 9
2021
Q4 		$6.18M Buy
39,025
+717
+2% +$118K 2.08% 7
2021
Q3 		$6.27M Buy
38,308
+1,365
+4% +$214K 2.28% 7
2021
Q2 		$5.75M Sell
36,943
-609
-2% -$95.6K 2.12% 7
2021
Q1 		$5.72M Buy
37,552
+75
+0.2% +$10.8K 2.24% 6
2020
Q4 		$4.76M Buy
37,477
+275
+0.7% +$30.7K 2.06% 8
2020
Q3 		$3.58M Buy
37,202
+2,250
+6% +$221K 1.75% 11
2020
Q2 		$3.29M Sell
34,952
-3,295
-9% -$313K 1.72% 13
2020
Q1 		$3.44M Buy
38,247
+2,631
+7% +$320K 2.01% 9
2019
Q4 		$4.96M Sell
35,616
-550
-2% -$70.5K 2.33% 5
2019
Q3 		$4.26M Sell
36,166
-150
-0.4% -$17K 2.16% 5
2019
Q2 		$4.06M Sell
36,316
-50
-0.1% -$5.51K 2.1% 5
2019
Q1 		$3.68M Buy
36,366
+250
+0.7% +$25.8K 2% 9
2018
Q4 		$3.53M Buy
36,116
+2,079
+6% +$222K 2.2% 5
2018
Q3 		$3.84M Buy
34,037
+50
+0.1% +$5.68K 2.22% 6
2018
Q2 		$3.54M Sell
33,987
-2,395
-7% -$263K 2.19% 6
2018
Q1 		$4M Sell
36,382
-125
-0.3% -$14.2K 2.45% 4
2017
Q4 		$3.9M Sell
36,507
-1,375
-4% -$139K 2.39% 5
2017
Q3 		$3.62M Hold
37,882
– – 2.33% 4
2017
Q2 		$3.46M Sell
37,882
-1,200
-3% -$104K 2.35% 4
2017
Q1 		$3.43M Sell
39,082
-1,195
-3% -$105K 2.47% 3
2016
Q4 		$3.48M Buy
+40,277
New +$3.07M 2.67% 3

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
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
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

LeJeune Puetz Investment Counsel's JPM Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its JPMorgan Chase (JPM) stake by 0.08% in Q1 2023, buying an estimated $4.8K and bringing the position to 43,347 shares worth $5.65M. The position accounts for 2.02% of the portfolio, ranked #8.

LeJeune Puetz Investment Counsel first reported a position in JPM in Q4 2016 and has held it in 26 quarters since. The position peaked at $6.27M in Q3 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 43,347 shares of JPMorgan Chase worth $5.65M as of Q1 2023.
  • LeJeune Puetz Investment Counsel bought 35 JPMorgan Chase shares in Q1 2023, an estimated $4.8K.
  • JPMorgan Chase made up 2.02% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #8 holding.
  • LeJeune Puetz Investment Counsel first reported a position in JPMorgan Chase in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's JPMorgan Chase position peaked at $6.27M in Q3 2021.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.