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Swaine & Leidel Wealth Services’s JPMorgan Chase JPM Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$445K Buy
+445
New +$65.7K 0.34% 47
2021
Q3 		$484K Buy
+2,961
New +$464K 0.43% 43
2021
Q1 		$445K Buy
2,926
+175
+6% +$25.2K 0.29% 54
2020
Q4 		$350K Buy
2,751
+115
+4% +$12.9K 0.25% 54
2020
Q3 		$254K Buy
+2,636
New +$259K 0.25% 50

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Swaine & Leidel Wealth Services's JPM Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in JPMorgan Chase (JPM) in Q1 2022: 445 shares worth $445K. The stake represents 0.34% of the portfolio and ranks #47 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in JPM as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in JPM in Q3 2020 and has held it in 5 quarters since. The position peaked at $484K in Q3 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Swaine & Leidel Wealth Services held 445 shares of JPMorgan Chase worth $445K as of Q1 2022.
  • JPMorgan Chase was a new Swaine & Leidel Wealth Services position in Q1 2022.
  • JPMorgan Chase made up 0.34% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #47 holding.
  • Swaine & Leidel Wealth Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 5 quarters since.
  • Swaine & Leidel Wealth Services's JPMorgan Chase position peaked at $484K in Q3 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.