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Milestone Wealth’s JPMorgan Chase JPM Stock Holding History

Milestone Wealth’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 		$195K Hold
1,874
– – 0.22% 48
2022
Q2 		$211K Buy
1,874
+1,500
+401% +$186K 0.22% 49
2022
Q1 		$59K Hold
374
– – 0.05% 115
2021
Q4 		$59K Buy
+374
New +$61.4K 0.05% 115

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Milestone Wealth's JPM Position: Q3 2022 in Review

Milestone Wealth held its JPMorgan Chase (JPM) position steady in Q3 2022 at 1,874 shares worth $195K. The position accounts for 0.22% of the portfolio, ranked #48.

Milestone Wealth first reported a position in JPM in Q4 2021 and has held it in 4 quarters since. The position peaked at $211K in Q2 2022. 3,393 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Milestone Wealth held 1,874 shares of JPMorgan Chase worth $195K as of Q3 2022.
  • Milestone Wealth left its JPMorgan Chase share count unchanged in Q3 2022.
  • JPMorgan Chase made up 0.22% of Milestone Wealth's portfolio in Q3 2022, its #48 holding.
  • Milestone Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's JPMorgan Chase position peaked at $211K in Q2 2022.
  • 3,393 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.