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RGT Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

RGT 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
2022
Q3 		$544K Sell
5,201
-284
-5% -$32.6K 0.09% 37
2022
Q2 		$618K Buy
5,485
+46
+0.8% +$5.7K 0.1% 42
2022
Q1 		$741K Sell
5,439
-624
-10% -$92.1K 0.12% 46
2021
Q4 		$960K Buy
6,063
+564
+10% +$92.6K 0.15% 40
2021
Q3 		$900K Sell
5,499
-250
-4% -$39.2K 0.18% 17
2021
Q2 		$894K Sell
5,749
-155
-3% -$24.3K 0.16% 16
2021
Q1 		$899K Sell
5,904
-1,524
-21% -$219K 0.18% 14
2020
Q4 		$944K Buy
7,428
+1,589
+27% +$178K 0.2% 12
2020
Q3 		$562K Sell
5,839
-148
-2% -$14.5K 0.14% 14
2020
Q2 		$563K Sell
5,987
-240
-4% -$22.8K 0.16% 15
2020
Q1 		$561K Buy
6,227
+519
+9% +$63.1K 0.36% 14
2019
Q4 		$796K Buy
5,708
+528
+10% +$67.7K 2.4% 16
2019
Q3 		$610K Buy
5,180
+342
+7% +$38.7K 1.77% 15
2019
Q2 		$541K Buy
+4,838
New +$533K 1.71% 15
2018
Q2 		– Sell
-4,394
Closed -$483K – 60
2018
Q1 		$483K Buy
4,394
+1,048
+31% +$119K 0.23% 44
2017
Q4 		$358K Sell
3,346
-188
-5% -$19K 0.19% 51
2017
Q3 		$338K Buy
3,534
+88
+3% +$8.12K 0.23% 49
2017
Q2 		$315K Buy
3,446
+260
+8% +$22.4K 0.22% 51
2017
Q1 		$280K Sell
3,186
-2,008
-39% -$177K 0.19% 63
2016
Q4 		$448K Buy
5,194
+619
+14% +$47.2K 0.25% 48
2016
Q3 		$305K Buy
+4,575
New +$298K 0.19% 71

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RGT Wealth Advisors's JPM Position: Q3 2022 in Review

RGT Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 5.2% in Q3 2022, selling an estimated $32.6K and leaving 5,201 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #37.

RGT Wealth Advisors first reported a position in JPM in Q3 2016 and has held it in 21 quarters since. The position peaked at $960K in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • RGT Wealth Advisors held 5,201 shares of JPMorgan Chase worth $544K as of Q3 2022.
  • RGT Wealth Advisors sold 284 JPMorgan Chase shares in Q3 2022, an estimated $32.6K.
  • JPMorgan Chase made up 0.09% of RGT Wealth Advisors's portfolio in Q3 2022, its #37 holding.
  • RGT Wealth Advisors first reported a position in JPMorgan Chase in Q3 2016 and has held it in 21 quarters since.
  • RGT Wealth Advisors's JPMorgan Chase position peaked at $960K in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.