Mariner Independent Advisor Network’s JPMorgan Chase JPM Stock Holding History

Mariner Independent Advisor Network’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 Q3	$4M	Sell	38,232 -10,582	-22%	-$1.21M	0.17%	140
2022 Q2	$5.56M	Buy	48,814 +2,768	+6%	+$343K	0.23%	109
2022 Q1	$6.2M	Buy	46,046 +9,768	+27%	+$1.44M	0.24%	102
2021 Q4	$5.84M	Sell	36,278 -2,690	-7%	-$442K	0.27%	87
2021 Q3	$6.36M	Sell	38,968 -41	-0.1%	-$6.43K	0.31%	84
2021 Q2	$6.07M	Sell	39,009 -3,277	-8%	-$515K	0.28%	90
2021 Q1	$6.44M	Buy	42,286 +9,649	+30%	+$1.39M	0.34%	66
2020 Q4	$4.15M	Buy	32,637 +2,783	+9%	+$311K	0.22%	111
2020 Q3	$2.87M	Sell	29,854 -2,426	-8%	-$238K	0.24%	116
2020 Q2	$3.01M	Buy	32,280 +2,999	+10%	+$285K	0.28%	94
2020 Q1	$2.5M	Buy	29,281 +3,438	+13%	+$418K	0.23%	111
2019 Q4	$3.61M	Sell	25,843 -1,559	-6%	-$200K	0.26%	93
2019 Q3	$3.17M	Buy	27,402 +3,510	+15%	+$397K	0.24%	100
2019 Q2	$2.7M	Sell	23,892 -9,477	-28%	-$1.04M	0.2%	124
2019 Q1	$3.46M	Buy	33,369 +10,587	+46%	+$1.09M	0.29%	86
2018 Q4	$2.27M	Sell	22,782 -1,887	-8%	-$201K	0.2%	120
2018 Q3	$2.76M	Buy	+24,669	New	+$2.8M	0.35%	69
2018 Q2	–	Sell	-44,560	Closed	-$4.9M	–	243
2018 Q1	$4.9M	Buy	44,560 +27,411	+160%	+$3.1M	0.3%	73
2017 Q4	$1.83M	Buy	+17,149	New	+$1.74M	0.19%	122
2016 Q4	–	Sell	-28,435	Closed	-$1.89M	–	188
2016 Q3	$1.89M	Buy	28,435 +6,478	+30%	+$422K	0.27%	86
2016 Q2	$1.36M	Buy	+21,957	New	+$1.37M	0.26%	84
2016 Q1	–	Sell	-16,655	Closed	-$1.1M	–	113
2015 Q4	$1.1M	Buy	16,655 +2,520	+18%	+$164K	0.74%	35
2015 Q3	$862K	Buy	14,135 +3,994	+39%	+$262K	0.33%	79
2015 Q2	$687K	Buy	+10,141	New	+$662K	0.34%	68
2015 Q1	–	Sell	-9,408	Closed	-$589K	–	126
2014 Q4	$589K	Buy	9,408 +1,194	+15%	+$71.9K	0.27%	69
2014 Q3	$495K	Sell	8,214 -98	-1%	-$5.73K	0.26%	63
2014 Q2	$479K	Buy	+8,312	New	+$467K	0.24%	70

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Mariner Independent Advisor Network's JPM Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its JPMorgan Chase (JPM) stake by 22% in Q3 2022, selling an estimated $1.21M and leaving 38,232 shares worth $4M. The position accounts for 0.17% of the portfolio, ranked #140.

Mariner Independent Advisor Network first reported a position in JPM in Q2 2014 and has held it in 27 quarters since. The position peaked at $6.44M in Q1 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Mariner Independent Advisor Network held 38,232 shares of JPMorgan Chase worth $4M as of Q3 2022.
Mariner Independent Advisor Network sold 10,582 JPMorgan Chase shares in Q3 2022, an estimated $1.21M.
JPMorgan Chase made up 0.17% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #140 holding.
Mariner Independent Advisor Network first reported a position in JPMorgan Chase in Q2 2014 and has held it in 27 quarters since.
Mariner Independent Advisor Network's JPMorgan Chase position peaked at $6.44M in Q1 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.