MCA
JPM icon

Morris Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Morris Capital 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
Q3 		$392K Hold
3,749
– – 0.37% 46
2022
Q2 		$422K Sell
3,749
-183
-5% -$22.7K 0.38% 46
2022
Q1 		$536K Sell
3,932
-35
-0.9% -$5.17K 0.42% 43
2021
Q4 		$628K Sell
3,967
-229
-5% -$37.6K 0.46% 40
2021
Q3 		$687K Sell
4,196
-299
-7% -$46.9K 0.54% 40
2021
Q2 		$699K Hold
4,495
– – 0.53% 41
2021
Q1 		$684K Sell
4,495
-406
-8% -$58.4K 0.55% 40
2020
Q4 		$623K Sell
4,901
-224
-4% -$25K 0.51% 41
2020
Q3 		$493K Sell
5,125
-154
-3% -$15.1K 0.44% 42
2020
Q2 		$497K Buy
5,279
+45
+0.9% +$4.27K 0.45% 41
2020
Q1 		$471K Sell
5,234
-123
-2% -$14.9K 0.5% 39
2019
Q4 		$747K Sell
5,357
-251
-4% -$32.2K 0.63% 33
2019
Q3 		$660K Hold
5,608
– – 0.58% 35
2019
Q2 		$627K Hold
5,608
– – 0.52% 36
2019
Q1 		$568K Sell
5,608
-15
-0.3% -$1.54K 0.44% 34
2018
Q4 		$549K Sell
5,623
-197
-3% -$21K 0.47% 34
2018
Q3 		$657K Sell
5,820
-122
-2% -$13.8K 0.44% 33
2018
Q2 		$619K Sell
5,942
-8
-0.1% -$878 0.43% 36
2018
Q1 		$654K Buy
5,950
+65
+1% +$7.36K 0.43% 37
2017
Q4 		$629K Sell
5,885
-5
-0.1% -$506 0.41% 39
2017
Q3 		$563K Buy
5,890
+23
+0.4% +$2.12K 0.38% 45
2017
Q2 		$536K Sell
5,867
-236
-4% -$20.4K 0.38% 42
2017
Q1 		$536K Sell
6,103
-75
-1% -$6.62K 0.39% 40
2016
Q4 		$533K Buy
6,178
+89
+1% +$6.79K 0.37% 40
2016
Q3 		$405K Sell
6,089
-10
-0.2% -$652 0.25% 50
2016
Q2 		$379K Sell
6,099
-144
-2% -$8.99K 0.23% 51
2016
Q1 		$370K Buy
6,243
+641
+11% +$37.4K 0.25% 56
2015
Q4 		$370K Buy
+5,602
New +$365K 0.26% 51

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morris Capital Advisors's JPM Position: Q3 2022 in Review

Morris Capital Advisors held its JPMorgan Chase (JPM) position steady in Q3 2022 at 3,749 shares worth $392K. The position accounts for 0.37% of the portfolio, ranked #46.

Morris Capital Advisors first reported a position in JPM in Q4 2015 and has held it in 28 quarters since. The position peaked at $747K in Q4 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Morris Capital Advisors held 3,749 shares of JPMorgan Chase worth $392K as of Q3 2022.
  • Morris Capital Advisors left its JPMorgan Chase share count unchanged in Q3 2022.
  • JPMorgan Chase made up 0.37% of Morris Capital Advisors's portfolio in Q3 2022, its #46 holding.
  • Morris Capital Advisors first reported a position in JPMorgan Chase in Q4 2015 and has held it in 28 quarters since.
  • Morris Capital Advisors's JPMorgan Chase position peaked at $747K in Q4 2019.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.