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Strategic Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Strategic Capital Advisers’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
Q2 		$2.52M Buy
22,415
+4,403
+24% +$546K 2.08% 23
2022
Q1 		$2.46M Sell
18,012
-764
-4% -$113K 1.87% 30
2021
Q4 		$2.97M Buy
18,776
+1,019
+6% +$167K 2.13% 21
2021
Q3 		$2.91M Buy
17,757
+1,689
+11% +$265K 2.26% 22
2021
Q2 		$2.5M Buy
16,068
+11
+0.1% +$1.73K 2.07% 23
2021
Q1 		$2.44M Sell
16,057
-1,066
-6% -$153K 2.13% 25
2020
Q4 		$2.18M Sell
17,123
-2,471
-13% -$276K 1.85% 29
2020
Q3 		$1.89M Sell
19,594
-92
-0.5% -$9.04K 1.77% 28
2020
Q2 		$1.85M Buy
19,686
+13,116
+200% +$1.24M 1.86% 28
2020
Q1 		$591K Buy
6,570
+3,094
+89% +$376K 0.72% 36
2019
Q4 		$485K Buy
3,476
+16
+0.5% +$2.05K 0.45% 42
2019
Q3 		$407K Sell
3,460
-47
-1% -$5.32K 0.45% 44
2019
Q2 		$392K Buy
3,507
+16
+0.5% +$1.76K 0.41% 44
2019
Q1 		$353K Buy
3,491
+852
+32% +$87.8K 0.38% 43
2018
Q4 		$257K Buy
2,639
+18
+0.7% +$1.92K 0.28% 47
2018
Q3 		$296K Hold
2,621
– – 0.21% 49
2018
Q2 		$307K Buy
2,621
+34
+1% +$3.73K 0.22% 48
2018
Q1 		$277K Hold
2,587
– – 0.27% 52
2017
Q4 		$277K Buy
+2,587
New +$262K 0.27% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Capital Advisers's JPM Position: Q2 2022 in Review

Strategic Capital Advisers increased its JPMorgan Chase (JPM) stake by 24% in Q2 2022, buying an estimated $546K and bringing the position to 22,415 shares worth $2.52M. The position accounts for 2.08% of the portfolio, ranked #23.

Strategic Capital Advisers first reported a position in JPM in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.97M in Q4 2021. 3,424 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Strategic Capital Advisers held 22,415 shares of JPMorgan Chase worth $2.52M as of Q2 2022.
  • Strategic Capital Advisers bought 4,403 JPMorgan Chase shares in Q2 2022, an estimated $546K.
  • JPMorgan Chase made up 2.08% of Strategic Capital Advisers's portfolio in Q2 2022, its #23 holding.
  • Strategic Capital Advisers first reported a position in JPMorgan Chase in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's JPMorgan Chase position peaked at $2.97M in Q4 2021.
  • 3,424 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.