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Leo Brokerage’s JPMorgan Chase JPM Stock Holding History

Leo Brokerage’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
Q2 		$1.36M Buy
9,355
+477
+5% +$65.6K 0.16% 103
2023
Q1 		$1.16M Buy
+8,878
New +$1.22M 0.17% 109
2022
Q2 		$424K Sell
3,767
-2,116
-36% -$262K 0.11% 117
2022
Q1 		$802K Buy
+5,883
New +$868K 0.13% 113
2021
Q3 		$540K Sell
3,297
-174
-5% -$27.3K 0.1% 99
2021
Q2 		$540K Buy
3,471
+203
+6% +$31.9K 0.11% 100
2021
Q1 		$497K Buy
3,268
+7
+0.2% +$1.01K 0.14% 94
2020
Q4 		$414K Sell
3,261
-690
-17% -$77.1K 0.13% 102
2020
Q3 		$372K Buy
+3,951
New +$388K 0.15% 80

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Leo Brokerage's JPM Position: Q2 2023 in Review

Leo Brokerage increased its JPMorgan Chase (JPM) stake by 5.4% in Q2 2023, buying an estimated $65.6K and bringing the position to 9,355 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #103.

Leo Brokerage first reported a position in JPM in Q3 2020 and has held it in 9 quarters since. 3,668 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Leo Brokerage held 9,355 shares of JPMorgan Chase worth $1.36M as of Q2 2023.
  • Leo Brokerage bought 477 JPMorgan Chase shares in Q2 2023, an estimated $65.6K.
  • JPMorgan Chase made up 0.16% of Leo Brokerage's portfolio in Q2 2023, its #103 holding.
  • Leo Brokerage first reported a position in JPMorgan Chase in Q3 2020 and has held it in 9 quarters since.
  • 3,668 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.