Lumature Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Lumature Wealth Partners’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	$605K	Buy	4,161 +225	+6%	+$30.9K	0.36%	62
2023 Q1	$513K	Sell	3,936 -17	-0.4%	-$2.33K	0.29%	62
2022 Q4	$530K	Sell	3,953 -290	-7%	-$36.7K	0.3%	61
2022 Q3	$443K	Buy	4,243 +282	+7%	+$32.4K	0.24%	74
2022 Q2	$446K	Buy	3,961 +191	+5%	+$23.7K	0.2%	83
2022 Q1	$514K	Buy	3,770 +3,527	+1,451%	+$521K	0.21%	91
2021 Q4	$38K	Sell	243 -65	-21%	-$10.7K	0.01%	243
2021 Q3	$50K	Sell	308 -15	-5%	-$2.35K	0.02%	232
2021 Q2	$50K	Buy	323 +7	+2%	+$1.1K	0.02%	232
2021 Q1	$48K	Sell	316 -4,705	-94%	-$677K	0.03%	233
2020 Q4	$638K	Buy	+5,021	New	+$561K	0.6%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lumature Wealth Partners's JPM Position: Q2 2023 in Review

Lumature Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2023, buying an estimated $30.9K and bringing the position to 4,161 shares worth $605K. The position accounts for 0.36% of the portfolio, ranked #62.

Lumature Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 11 quarters since. The position peaked at $638K in Q4 2020. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Lumature Wealth Partners held 4,161 shares of JPMorgan Chase worth $605K as of Q2 2023.
Lumature Wealth Partners bought 225 JPMorgan Chase shares in Q2 2023, an estimated $30.9K.
JPMorgan Chase made up 0.36% of Lumature Wealth Partners's portfolio in Q2 2023, its #62 holding.
Lumature Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's JPMorgan Chase position peaked at $638K in Q4 2020.
3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.