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SBK Financial’s JPMorgan Chase JPM Stock Holding History

SBK Financial’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 		$771K Hold
5,747
– – 1.22% 28
2022
Q3 		$601K Sell
5,747
-276
-5% -$31.7K 0.92% 35
2022
Q2 		$678K Buy
6,023
+101
+2% +$12.5K 0.89% 34
2022
Q1 		$807K Hold
5,922
– – 0.8% 33
2021
Q4 		$938K Buy
+5,922
New +$973K 0.75% 31

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SBK Financial's JPM Position: Q4 2022 in Review

SBK Financial held its JPMorgan Chase (JPM) position steady in Q4 2022 at 5,747 shares worth $771K. The position accounts for 1.22% of the portfolio, ranked #28.

SBK Financial first reported a position in JPM in Q4 2021 and has held it in 5 quarters since. The position peaked at $938K in Q4 2021. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • SBK Financial held 5,747 shares of JPMorgan Chase worth $771K as of Q4 2022.
  • SBK Financial left its JPMorgan Chase share count unchanged in Q4 2022.
  • JPMorgan Chase made up 1.22% of SBK Financial's portfolio in Q4 2022, its #28 holding.
  • SBK Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's JPMorgan Chase position peaked at $938K in Q4 2021.
  • 3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.