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Milestone Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-3,308
Closed -$480K – 280
2023
Q3 		$480K Buy
+3,308
New +$496K 0.14% 64
2023
Q2 		– Sell
-3,308
Closed -$431K – 277
2023
Q1 		$431K Buy
+3,308
New +$453K 0.13% 64

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's JPM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 3,308 shares — an estimated $480K sold.

Milestone Investment Advisors first reported a position in JPM in Q1 2023 and held it in 2 quarters. The position peaked at $480K in Q3 2023. 3,993 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,308 JPMorgan Chase shares in Q4 2023, an estimated $480K.
  • Milestone Investment Advisors first reported a position in JPMorgan Chase in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's JPMorgan Chase position peaked at $480K in Q3 2023.
  • 3,993 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.