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	$30.4M	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PFS Investments's JPM Position: Q2 2023 in Review

PFS Investments increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2023, buying an estimated $2.9M and bringing the position to 417,575 shares worth $60.7M. The position accounts for 0.99% of the portfolio, ranked #19.

PFS Investments first reported a position in JPM in Q1 2019 and has held it in 18 quarters since. 3,668 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

PFS Investments held 417,575 shares of JPMorgan Chase worth $60.7M as of Q2 2023.
PFS Investments bought 21,056 JPMorgan Chase shares in Q2 2023, an estimated $2.9M.
JPMorgan Chase made up 0.99% of PFS Investments's portfolio in Q2 2023, its #19 holding.
PFS Investments first reported a position in JPMorgan Chase in Q1 2019 and has held it in 18 quarters since.
3,668 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.