SCFS
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S.C. Financial Services’s JPMorgan Chase JPM Stock Holding History

S.C. Financial Services’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
Q4 		$396K Buy
2,955
+204
+7% +$25.8K 0.61% 54
2022
Q3 		$287K Buy
2,751
+431
+19% +$49.5K 0.46% 78
2022
Q2 		$261K Buy
2,320
+565
+32% +$70K 0.4% 89
2022
Q1 		$239K Buy
1,755
+18
+1% +$2.66K 0.31% 96
2021
Q4 		$292K Buy
+1,737
New +$285K 0.34% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

S.C. Financial Services's JPM Position: Q4 2022 in Review

S.C. Financial Services increased its JPMorgan Chase (JPM) stake by 7.4% in Q4 2022, buying an estimated $25.8K and bringing the position to 2,955 shares worth $396K. The position accounts for 0.61% of the portfolio, ranked #54.

S.C. Financial Services first reported a position in JPM in Q4 2021 and has held it in 5 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • S.C. Financial Services held 2,955 shares of JPMorgan Chase worth $396K as of Q4 2022.
  • S.C. Financial Services bought 204 JPMorgan Chase shares in Q4 2022, an estimated $25.8K.
  • JPMorgan Chase made up 0.61% of S.C. Financial Services's portfolio in Q4 2022, its #54 holding.
  • S.C. Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 5 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.