Provence Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Provence Wealth Management Group’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 Q4	$1.65M	Buy	9,699 +1,585	+20%	+$240K	0.89%	29
2023 Q3	$1.18M	Buy	8,114 +113	+1%	+$16.9K	0.72%	34
2023 Q2	$1.16M	Buy	8,001 +397	+5%	+$54.6K	0.68%	31
2023 Q1	$991K	Buy	7,604 +1,929	+34%	+$264K	0.66%	32
2022 Q4	$761K	Buy	+5,675	New	+$719K	0.62%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Provence Wealth Management Group's JPM Position: Q4 2023 in Review

Provence Wealth Management Group increased its JPMorgan Chase (JPM) stake by 20% in Q4 2023, buying an estimated $240K and bringing the position to 9,699 shares worth $1.65M. The position accounts for 0.89% of the portfolio, ranked #29.

Provence Wealth Management Group first reported a position in JPM in Q4 2022 and has held it in 5 quarters since. 3,993 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Provence Wealth Management Group held 9,699 shares of JPMorgan Chase worth $1.65M as of Q4 2023.
Provence Wealth Management Group bought 1,585 JPMorgan Chase shares in Q4 2023, an estimated $240K.
JPMorgan Chase made up 0.89% of Provence Wealth Management Group's portfolio in Q4 2023, its #29 holding.
Provence Wealth Management Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 5 quarters since.
3,993 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.