Rainsberger Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Rainsberger Wealth Advisors’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	$1.8M	Buy	10,570 +110	+1%	+$16.7K	0.98%	32
2023 Q3	$1.52M	Buy	10,460 +340	+3%	+$51K	0.93%	34
2023 Q2	$1.47M	Buy	10,120 +158	+2%	+$21.7K	0.89%	36
2023 Q1	$1.3M	Buy	9,962 +1,519	+18%	+$208K	0.77%	39
2022 Q4	$1.13M	Sell	8,443 -136	-2%	-$17.2K	0.72%	39
2022 Q3	$896K	Buy	8,579 +1,548	+22%	+$178K	0.62%	40
2022 Q2	$792K	Buy	7,031 +326	+5%	+$40.4K	0.58%	43
2022 Q1	$914K	Buy	6,705 +1,019	+18%	+$150K	0.59%	44
2021 Q4	$900K	Buy	+5,686	New	+$934K	0.53%	46

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Rainsberger Wealth Advisors's JPM Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.1% in Q4 2023, buying an estimated $16.7K and bringing the position to 10,570 shares worth $1.8M. The position accounts for 0.98% of the portfolio, ranked #32.

Rainsberger Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 9 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Rainsberger Wealth Advisors held 10,570 shares of JPMorgan Chase worth $1.8M as of Q4 2023.
Rainsberger Wealth Advisors bought 110 JPMorgan Chase shares in Q4 2023, an estimated $16.7K.
JPMorgan Chase made up 0.98% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #32 holding.
Rainsberger Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 9 quarters since.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.