MA
JPM icon

Momentum Advisors’s JPMorgan Chase JPM Stock Holding History

Momentum 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
2022
Q4 		$660K Sell
4,919
-200
-4% -$25.3K 0.67% 32
2022
Q3 		$535K Buy
5,119
+134
+3% +$15.4K 0.59% 32
2022
Q2 		$561K Buy
+4,985
New +$618K 0.63% 30

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Momentum Advisors's JPM Position: Q4 2022 in Review

Momentum Advisors reduced its JPMorgan Chase (JPM) stake by 3.9% in Q4 2022, selling an estimated $25.3K and leaving 4,919 shares worth $660K. The position accounts for 0.67% of the portfolio, ranked #32.

Momentum Advisors first reported a position in JPM in Q2 2022 and has held it in 3 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Momentum Advisors held 4,919 shares of JPMorgan Chase worth $660K as of Q4 2022.
  • Momentum Advisors sold 200 JPMorgan Chase shares in Q4 2022, an estimated $25.3K.
  • JPMorgan Chase made up 0.67% of Momentum Advisors's portfolio in Q4 2022, its #32 holding.
  • Momentum Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 3 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.