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Surience Private Wealth’s JPMorgan Chase JPM Stock Holding History

Surience Private Wealth’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 		– Sell
-18,423
Closed -$2.68M – 28
2023
Q2 		$2.68M Buy
+18,423
New +$2.53M 3.84% 8

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Surience Private Wealth's JPM Position: Q3 2023 in Review

Surience Private Wealth sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 18,423 shares — an estimated $2.68M sold.

Surience Private Wealth first reported a position in JPM in Q2 2023 and held it in 1 quarter. The position peaked at $2.68M in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Surience Private Wealth reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Surience Private Wealth sold 18,423 JPMorgan Chase shares in Q3 2023, an estimated $2.68M.
  • Surience Private Wealth first reported a position in JPMorgan Chase in Q2 2023 and held it in 1 quarter.
  • Surience Private Wealth's JPMorgan Chase position peaked at $2.68M in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Surience Private Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.