Silicon Hills Wealth Management’s JPMorgan Chase JPM Stock Holding History

Silicon Hills Wealth Management’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 Q2	$1.4M	Buy	9,614 +200	+2%	+$27.5K	0.79%	28
2023 Q1	$1.23M	Buy	9,414 +989	+12%	+$136K	0.74%	28
2022 Q4	$1.13M	Hold	8,425	–	–	0.84%	30
2022 Q3	$880K	Hold	8,425	–	–	0.7%	31
2022 Q2	$949K	Sell	8,425 -74	-0.9%	-$9.17K	0.69%	33
2022 Q1	$1.16M	Hold	8,499	–	–	0.74%	31
2021 Q4	$1.35M	Hold	8,499	–	–	0.83%	33
2021 Q3	$1.39M	Buy	8,499 +69	+0.8%	+$10.8K	0.95%	26
2021 Q2	$1.31M	Buy	8,430 +120	+1%	+$18.8K	1.02%	35
2021 Q1	$1.26M	Hold	8,310	–	–	1.14%	25
2020 Q4	$1.06M	Sell	8,310 -60	-0.7%	-$6.71K	0.96%	29
2020 Q3	$806K	Hold	8,370	–	–	0.83%	31
2020 Q2	$787K	Hold	8,370	–	–	0.94%	29
2020 Q1	$754K	Buy	8,370 +8,360	+83,600%	+$1.02M	1%	29
2019 Q4	$1.2K	Buy	+10	New	+$1.28K	0.92%	23

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Silicon Hills Wealth Management's JPM Position: Q2 2023 in Review

Silicon Hills Wealth Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q2 2023, buying an estimated $27.5K and bringing the position to 9,614 shares worth $1.4M. The position accounts for 0.79% of the portfolio, ranked #28.

Silicon Hills Wealth Management first reported a position in JPM in Q4 2019 and has held it in 15 quarters since. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Silicon Hills Wealth Management held 9,614 shares of JPMorgan Chase worth $1.4M as of Q2 2023.
Silicon Hills Wealth Management bought 200 JPMorgan Chase shares in Q2 2023, an estimated $27.5K.
JPMorgan Chase made up 0.79% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #28 holding.
Silicon Hills Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 15 quarters since.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.