MJB
JPM icon

Mark J. Bradley’s JPMorgan Chase JPM Stock Holding History

Mark J. Bradley’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 		$2.26M Sell
15,505
-5,720
-27% -$787K 2.24% 23
2023
Q1 		$2.77M Buy
21,225
+4,533
+27% +$621K 2.01% 23
2022
Q4 		$2.24M Buy
+16,692
New +$2.11M 1.99% 22

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
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

Mark J. Bradley's JPM Position: Q2 2023 in Review

Mark J. Bradley reduced its JPMorgan Chase (JPM) stake by 27% in Q2 2023, selling an estimated $787K and leaving 15,505 shares worth $2.26M. The position accounts for 2.24% of the portfolio, ranked #23.

Mark J. Bradley first reported a position in JPM in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.77M in Q1 2023. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Mark J. Bradley held 15,505 shares of JPMorgan Chase worth $2.26M as of Q2 2023.
  • Mark J. Bradley sold 5,720 JPMorgan Chase shares in Q2 2023, an estimated $787K.
  • JPMorgan Chase made up 2.24% of Mark J. Bradley's portfolio in Q2 2023, its #23 holding.
  • Mark J. Bradley first reported a position in JPMorgan Chase in Q4 2022 and has held it in 3 quarters since.
  • Mark J. Bradley's JPMorgan Chase position peaked at $2.77M in Q1 2023.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.