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StrategIQ Financial Group’s JPMorgan Chase JPM Stock Holding History

StrategIQ 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
Q4 		$3.36M Sell
19,758
-5,889
-23% -$892K 0.38% 62
2023
Q3 		$3.72M Sell
25,647
-2,789
-10% -$418K 0.43% 55
2023
Q2 		$4.14M Buy
28,436
+363
+1% +$49.9K 0.47% 51
2023
Q1 		$3.66M Buy
28,073
+117
+0.4% +$16K 0.42% 58
2022
Q4 		$3.75M Sell
27,956
-57
-0.2% -$7.22K 0.43% 56
2022
Q3 		$2.93M Buy
28,013
+204
+0.7% +$23.4K 0.37% 60
2022
Q2 		$3.13M Buy
27,809
+2,124
+8% +$263K 0.38% 60
2022
Q1 		$3.5M Buy
25,685
+331
+1% +$48.9K 0.38% 65
2021
Q4 		$4.01M Buy
25,354
+8,394
+49% +$1.38M 0.4% 56
2021
Q3 		$2.78M Sell
16,960
-58
-0.3% -$9.09K 0.55% 46
2021
Q2 		$2.65M Sell
17,018
-240
-1% -$37.7K 0.52% 50
2021
Q1 		$2.63M Sell
17,258
-2,618
-13% -$377K 0.55% 48
2020
Q4 		$2.53M Sell
19,876
-1,885
-9% -$211K 0.57% 47
2020
Q3 		$2.1M Buy
21,761
+631
+3% +$62K 0.53% 48
2020
Q2 		$1.99M Sell
21,130
-991
-4% -$94K 0.54% 46
2020
Q1 		$1.99M Buy
22,121
+477
+2% +$58K 0.62% 45
2019
Q4 		$3.02M Buy
21,644
+14,744
+214% +$1.89M 0.78% 38
2019
Q3 		$812K Buy
6,900
+100
+1% +$11.3K 0.23% 101
2019
Q2 		$760K Buy
6,800
+786
+13% +$86.7K 0.22% 106
2019
Q1 		$609K Buy
6,014
+1
+0% +$103 0.19% 113
2018
Q4 		$587K Buy
6,013
+266
+5% +$28.3K 0.2% 105
2018
Q3 		$649K Buy
5,747
+733
+15% +$83.2K 0.21% 98
2018
Q2 		$522K Buy
5,014
+1,681
+50% +$184K 0.18% 103
2018
Q1 		$367K Buy
+3,333
New +$377K 0.15% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

StrategIQ Financial Group's JPM Position: Q4 2023 in Review

StrategIQ Financial Group reduced its JPMorgan Chase (JPM) stake by 23% in Q4 2023, selling an estimated $892K and leaving 19,758 shares worth $3.36M. The position accounts for 0.38% of the portfolio, ranked #62.

StrategIQ Financial Group first reported a position in JPM in Q1 2018 and has held it in 24 quarters since. The position peaked at $4.14M in Q2 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • StrategIQ Financial Group held 19,758 shares of JPMorgan Chase worth $3.36M as of Q4 2023.
  • StrategIQ Financial Group sold 5,889 JPMorgan Chase shares in Q4 2023, an estimated $892K.
  • JPMorgan Chase made up 0.38% of StrategIQ Financial Group's portfolio in Q4 2023, its #62 holding.
  • StrategIQ Financial Group first reported a position in JPMorgan Chase in Q1 2018 and has held it in 24 quarters since.
  • StrategIQ Financial Group's JPMorgan Chase position peaked at $4.14M in Q2 2023.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.