PRW Wealth Management’s JPMorgan Chase JPM Stock Holding History

PRW 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
2023 Q3	$355K	Hold	2,581	–	–	0.14%	64
2023 Q2	$396K	Hold	2,581	–	–	0.14%	41
2023 Q1	$357K	Hold	2,581	–	–	0.14%	70
2022 Q4	$346K	Hold	2,581	–	–	0.15%	39
2022 Q3	$270K	Buy	2,581 +400	+18%	+$45.9K	0.13%	67
2022 Q2	$245K	Buy	2,181 +550	+34%	+$68.1K	0.14%	81
2022 Q1	$222K	Buy	1,631 +205	+14%	+$30.3K	0.1%	104
2021 Q4	$226K	Buy	1,426 +84	+6%	+$13.8K	0.11%	96
2021 Q3	$220K	Sell	1,342 -30,136	-96%	-$4.72M	0.11%	91
2021 Q2	$4.9M	Buy	31,478 +29,178	+1,269%	+$4.58M	1.44%	11
2021 Q1	$350K	Sell	2,300 -1,216	-35%	-$175K	0.17%	61
2020 Q4	$447K	Hold	3,516	–	–	0.25%	52
2020 Q3	$338K	Hold	3,516	–	–	0.24%	53
2020 Q2	$331K	Sell	3,516 -26	-0.7%	-$2.47K	0.26%	49
2020 Q1	$319K	Buy	+3,542	New	+$430K	0.39%	40
2019 Q2	–	Sell	-995	Closed	-$101K	–	369
2019 Q1	$101K	Sell	995 -84	-8%	-$8.65K	0.09%	81
2018 Q4	$105K	Buy	+1,079	New	+$115K	0.13%	84

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

PRW Wealth Management's JPM Position: Q3 2023 in Review

PRW Wealth Management held its JPMorgan Chase (JPM) position steady in Q3 2023 at 2,581 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #64.

PRW Wealth Management first reported a position in JPM in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.9M in Q2 2021. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

PRW Wealth Management held 2,581 shares of JPMorgan Chase worth $355K as of Q3 2023.
PRW Wealth Management left its JPMorgan Chase share count unchanged in Q3 2023.
JPMorgan Chase made up 0.14% of PRW Wealth Management's portfolio in Q3 2023, its #64 holding.
PRW Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 17 quarters since.
PRW Wealth Management's JPMorgan Chase position peaked at $4.9M in Q2 2021.
3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.