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Sargent Bickham Lagudis’s JPMorgan Chase JPM Stock Holding History

Sargent Bickham Lagudis’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 		$6.66M Sell
49,630
-116
-0.2% -$14.7K 0.55% 40
2022
Q3 		$5.2M Sell
49,746
-971
-2% -$111K 0.46% 48
2022
Q2 		$5.71M Buy
50,717
+473
+0.9% +$58.6K 0.49% 43
2022
Q1 		$6.85M Buy
50,244
+1,236
+3% +$182K 0.53% 42
2021
Q4 		$7.76M Sell
49,008
-2,012
-4% -$330K 0.59% 37
2021
Q3 		$8.35M Buy
51,020
+1,096
+2% +$172K 0.68% 31
2021
Q2 		$7.76M Buy
49,924
+57
+0.1% +$8.95K 0.63% 35
2021
Q1 		$7.59M Sell
49,867
-1,520
-3% -$219K 0.67% 33
2020
Q4 		$6.53M Sell
51,387
-1,622
-3% -$181K 0.6% 37
2020
Q3 		$5.1M Buy
53,009
+951
+2% +$93.4K 0.51% 48
2020
Q2 		$4.9M Buy
52,058
+3,439
+7% +$326K 0.53% 46
2020
Q1 		$4.38M Buy
48,619
+3,906
+9% +$475K 0.56% 39
2019
Q4 		$6.23M Buy
44,713
+208
+0.5% +$26.7K 0.69% 26
2019
Q3 		$5.24M Sell
44,505
-1,395
-3% -$158K 0.63% 30
2019
Q2 		$5.13M Sell
45,900
-1,028
-2% -$113K 0.61% 35
2019
Q1 		$4.75M Sell
46,928
-79
-0.2% -$8.14K 0.55% 44
2018
Q4 		$4.59M Buy
47,007
+1,851
+4% +$197K 0.59% 39
2018
Q3 		$5.09M Buy
45,156
+107
+0.2% +$12.1K 0.6% 36
2018
Q2 		$4.69M Sell
45,049
-848
-2% -$93K 0.58% 38
2018
Q1 		$5.05M Sell
45,897
-251
-0.5% -$28.4K 0.63% 35
2017
Q4 		$4.93M Buy
46,148
+42
+0.1% +$4.25K 0.59% 38
2017
Q3 		$4.4M Buy
46,106
+1,769
+4% +$163K 0.55% 45
2017
Q2 		$4.05M Sell
44,337
-2,393
-5% -$206K 0.52% 50
2017
Q1 		$4.11M Sell
46,730
-7,865
-14% -$694K 0.53% 48
2016
Q4 		$4.71M Buy
54,595
+53,654
+5,702% +$4.09M 0.73% 33
2016
Q3 		$4.24K Sell
941
-53,115
-98% -$3.46M 0.64% 41
2016
Q2 		$3.36M Sell
54,056
-92
-0.2% -$5.75K 0.52% 61
2016
Q1 		$3.21M Buy
+54,148
New +$3.16M 0.52% 59

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

Sargent Bickham Lagudis's JPM Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its JPMorgan Chase (JPM) stake by 0.23% in Q4 2022, selling an estimated $14.7K and leaving 49,630 shares worth $6.66M. The position accounts for 0.55% of the portfolio, ranked #40.

Sargent Bickham Lagudis first reported a position in JPM in Q1 2016 and has held it in 28 quarters since. The position peaked at $8.35M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Sargent Bickham Lagudis held 49,630 shares of JPMorgan Chase worth $6.66M as of Q4 2022.
  • Sargent Bickham Lagudis sold 116 JPMorgan Chase shares in Q4 2022, an estimated $14.7K.
  • JPMorgan Chase made up 0.55% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #40 holding.
  • Sargent Bickham Lagudis first reported a position in JPMorgan Chase in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's JPMorgan Chase position peaked at $8.35M in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.