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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 $5.7T 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
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