PFS Investments’s JPMorgan Chase JPM Stock Holding History

PFS Investments’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
2023 Q2	$60.7M	Buy	417,575 +21,056	+5%	+$2.9M	0.99%	19
2023 Q1	$50.5M	Buy	396,519 +41,611	+12%	+$5.7M	0.88%	26
2022 Q4	$47.6M	Buy	354,908 +63,632	+22%	+$8.06M	0.89%	20
2022 Q3	$30.4K	Buy	291,276 +31,796	+12%	+$3.65M	0.55%	36
2022 Q2	$29.2M	Buy	259,480 +42,019	+19%	+$5.21M	0.59%	43
2022 Q1	$29.6M	Buy	217,461 +2,408	+1%	+$355K	0.56%	52
2021 Q4	$34.1M	Buy	215,053 +22,171	+11%	+$3.64M	0.66%	37
2021 Q3	$32.6M	Buy	192,882 +15,892	+9%	+$2.49M	0.67%	37
2021 Q2	$27.6M	Buy	176,990 +37,087	+27%	+$5.82M	0.63%	40
2021 Q1	$21.3M	Sell	139,903 -3,072	-2%	-$442K	0.55%	49
2020 Q4	$19.7M	Buy	142,975 +39,913	+39%	+$4.46M	0.55%	48
2020 Q3	$9.92M	Buy	103,062 +15,193	+17%	+$1.49M	0.33%	76
2020 Q2	$8.27M	Buy	87,869 +17,906	+26%	+$1.7M	0.3%	76
2020 Q1	$6.3M	Buy	69,963 +18,537	+36%	+$2.25M	0.27%	64
2019 Q4	$7.17M	Buy	51,426 +13,781	+37%	+$1.77M	0.28%	69
2019 Q3	$4.43M	Buy	37,645 +18,801	+100%	+$2.13M	0.19%	79
2019 Q2	$2.14M	Buy	18,844 +10,543	+127%	+$1.16M	0.1%	95
2019 Q1	$840K	Buy	+8,301	New	+$855K	0.04%	106

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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