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Surevest’s JPMorgan Chase JPM Stock Holding History

Surevest’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
Q3 		$968K Sell
9,267
-1,884
-17% -$216K 0.26% 90
2022
Q2 		$1.26M Sell
11,151
-3,138
-22% -$389K 0.33% 84
2022
Q1 		$1.95M Sell
14,289
-24,090
-63% -$3.56M 0.47% 77
2021
Q4 		$6.08M Sell
38,379
-760
-2% -$125K 1.44% 15
2021
Q3 		$6.41M Buy
39,139
+513
+1% +$80.4K 1.62% 14
2021
Q2 		$6.01M Buy
38,626
+4,584
+13% +$720K 1.57% 13
2021
Q1 		$5.18M Sell
34,042
-8,234
-19% -$1.18M 1.57% 13
2020
Q4 		$5.37M Buy
42,276
+5,221
+14% +$584K 1.79% 11
2020
Q3 		$3.57M Buy
37,055
+8,494
+30% +$834K 1.4% 31
2020
Q2 		$2.69M Buy
28,561
+5,065
+22% +$481K 1.19% 55
2020
Q1 		$2.12M Buy
23,496
+20,988
+837% +$2.55M 1.15% 58
2019
Q4 		$350K Sell
2,508
-85
-3% -$10.9K 0.15% 114
2019
Q3 		$305K Buy
2,593
+166
+7% +$18.8K 0.15% 112
2019
Q2 		$271K Sell
2,427
-425
-15% -$46.9K 0.14% 116
2019
Q1 		$289K Sell
2,852
-270
-9% -$27.8K 0.18% 107
2018
Q4 		$305K Buy
+3,122
New +$333K 0.24% 83

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's JPM Position: Q3 2022 in Review

Surevest reduced its JPMorgan Chase (JPM) stake by 17% in Q3 2022, selling an estimated $216K and leaving 9,267 shares worth $968K. The position accounts for 0.26% of the portfolio, ranked #90.

Surevest first reported a position in JPM in Q4 2018 and has held it in 16 quarters since. The position peaked at $6.41M in Q3 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Surevest held 9,267 shares of JPMorgan Chase worth $968K as of Q3 2022.
  • Surevest sold 1,884 JPMorgan Chase shares in Q3 2022, an estimated $216K.
  • JPMorgan Chase made up 0.26% of Surevest's portfolio in Q3 2022, its #90 holding.
  • Surevest first reported a position in JPMorgan Chase in Q4 2018 and has held it in 16 quarters since.
  • Surevest's JPMorgan Chase position peaked at $6.41M in Q3 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.