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Milestone Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Milestone Advisory 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
Q3 		$355K Hold
2,446
– – 0.3% 43
2023
Q2 		$356K Sell
2,446
-10
-0.4% -$1.38K 0.32% 45
2023
Q1 		$320K Buy
2,456
+10
+0.4% +$1.37K 0.3% 50
2022
Q4 		$328K Hold
2,446
– – 0.24% 48
2022
Q3 		$256K Hold
2,446
– – 0.19% 58
2022
Q2 		$279K Sell
2,446
-208
-8% -$25.8K 0.23% 53
2022
Q1 		$362K Buy
+2,654
New +$392K 0.2% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Milestone Advisory Partners's JPM Position: Q3 2023 in Review

Milestone Advisory Partners held its JPMorgan Chase (JPM) position steady in Q3 2023 at 2,446 shares worth $355K. The position accounts for 0.3% of the portfolio, ranked #43.

Milestone Advisory Partners first reported a position in JPM in Q1 2022 and has held it in 7 quarters since. The position peaked at $362K in Q1 2022. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Milestone Advisory Partners held 2,446 shares of JPMorgan Chase worth $355K as of Q3 2023.
  • Milestone Advisory Partners left its JPMorgan Chase share count unchanged in Q3 2023.
  • JPMorgan Chase made up 0.3% of Milestone Advisory Partners's portfolio in Q3 2023, its #43 holding.
  • Milestone Advisory Partners first reported a position in JPMorgan Chase in Q1 2022 and has held it in 7 quarters since.
  • Milestone Advisory Partners's JPMorgan Chase position peaked at $362K in Q1 2022.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.