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Minot Wealth Management’s JPMorgan Chase JPM Stock Holding History

Minot Wealth Management’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
Q2 		$1.81M Sell
16,104
-6,219
-28% -$771K 0.47% 52
2022
Q1 		$3.04M Sell
22,323
-2,401
-10% -$354K 0.66% 43
2021
Q4 		$3.92M Buy
24,724
+4,457
+22% +$732K 0.75% 40
2021
Q3 		$3.32M Buy
20,267
+1,951
+11% +$306K 0.72% 42
2021
Q2 		$2.85M Buy
18,316
+3,824
+26% +$601K 0.62% 47
2021
Q1 		$2.21M Buy
14,492
+4,800
+50% +$691K 0.56% 56
2020
Q4 		$1.23M Buy
9,692
+3,354
+53% +$375K 0.37% 69
2020
Q3 		$610K Buy
6,338
+483
+8% +$47.4K 0.23% 86
2020
Q2 		$551K Sell
5,855
-1,945
-25% -$185K 0.28% 81
2020
Q1 		$702K Sell
7,800
-10,502
-57% -$1.28M 0.5% 60
2019
Q4 		$2.5M Buy
+18,302
New +$2.35M 1.14% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Minot Wealth Management's JPM Position: Q2 2022 in Review

Minot Wealth Management reduced its JPMorgan Chase (JPM) stake by 28% in Q2 2022, selling an estimated $771K and leaving 16,104 shares worth $1.81M. The position accounts for 0.47% of the portfolio, ranked #52.

Minot Wealth Management first reported a position in JPM in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.92M in Q4 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Minot Wealth Management held 16,104 shares of JPMorgan Chase worth $1.81M as of Q2 2022.
  • Minot Wealth Management sold 6,219 JPMorgan Chase shares in Q2 2022, an estimated $771K.
  • JPMorgan Chase made up 0.47% of Minot Wealth Management's portfolio in Q2 2022, its #52 holding.
  • Minot Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 11 quarters since.
  • Minot Wealth Management's JPMorgan Chase position peaked at $3.92M in Q4 2021.
  • 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.