Steward Financial Group’s JPMorgan Chase JPM Stock Holding History

Steward Financial Group’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 Q3	$937K	Sell	6,466 -7,092	-52%	-$1.06M	0.3%	25
2023 Q2	$1.97M	Sell	13,558 -366	-3%	-$50.3K	0.63%	15
2023 Q1	$1.81M	Buy	13,924 +412	+3%	+$56.5K	0.6%	14
2022 Q4	$1.81M	Buy	13,512 +78	+0.6%	+$9.88K	0.91%	13
2022 Q3	$1.4M	Buy	13,434 +26	+0.2%	+$2.98K	1.04%	11
2022 Q2	$1.51M	Buy	13,408 +190	+1%	+$23.5K	1.25%	6
2022 Q1	$1.8M	Hold	13,218	–	–	1.61%	3
2021 Q4	$2.09M	Buy	+13,218	New	+$2.17M	1.93%	3

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Steward Financial Group's JPM Position: Q3 2023 in Review

Steward Financial Group reduced its JPMorgan Chase (JPM) stake by 52% in Q3 2023, selling an estimated $1.06M and leaving 6,466 shares worth $937K. The position accounts for 0.3% of the portfolio, ranked #25.

Steward Financial Group first reported a position in JPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.09M in Q4 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Steward Financial Group held 6,466 shares of JPMorgan Chase worth $937K as of Q3 2023.
Steward Financial Group sold 7,092 JPMorgan Chase shares in Q3 2023, an estimated $1.06M.
JPMorgan Chase made up 0.3% of Steward Financial Group's portfolio in Q3 2023, its #25 holding.
Steward Financial Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 8 quarters since.
Steward Financial Group's JPMorgan Chase position peaked at $2.09M in Q4 2021.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.