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Nauset Wealth Management’s JPMorgan Chase JPM Stock Holding History

Nauset 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
Q1 		$275K Buy
2,015
+563
+39% +$83.1K 0.22% 52
2021
Q4 		$230K Buy
+1,452
New +$238K 0.22% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nauset Wealth Management's JPM Position: Q1 2022 in Review

Nauset Wealth Management increased its JPMorgan Chase (JPM) stake by 39% in Q1 2022, buying an estimated $83.1K and bringing the position to 2,015 shares worth $275K. The position accounts for 0.22% of the portfolio, ranked #52.

Nauset Wealth Management first reported a position in JPM in Q4 2021 and has held it in 2 quarters since. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Nauset Wealth Management held 2,015 shares of JPMorgan Chase worth $275K as of Q1 2022.
  • Nauset Wealth Management bought 563 JPMorgan Chase shares in Q1 2022, an estimated $83.1K.
  • JPMorgan Chase made up 0.22% of Nauset Wealth Management's portfolio in Q1 2022, its #52 holding.
  • Nauset Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 2 quarters since.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.