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Taylor Hoffman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Taylor Hoffman Wealth Management’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
2024
Q2 		$1.01M Buy
4,903
+268
+6% +$52.4K 0.41% 53
2024
Q1 		$928K Sell
4,635
-319
-6% -$57.6K 0.39% 55
2023
Q4 		$843K Hold
4,954
– – 0.38% 56
2023
Q3 		$718K Hold
4,954
– – 0.37% 58
2023
Q2 		$721K Hold
4,954
– – 0.36% 59
2023
Q1 		$646K Buy
4,954
+108
+2% +$14.8K 0.35% 60
2022
Q4 		$650K Sell
4,846
-3,410
-41% -$432K 0.4% 61
2022
Q3 		$863K Sell
8,256
-98
-1% -$11.2K 0.45% 65
2022
Q2 		$953K Sell
8,354
-316
-4% -$39.2K 0.47% 69
2022
Q1 		$1.18M Buy
8,670
+1
+0% +$148 0.47% 64
2021
Q4 		$1.37M Sell
8,669
-155
-2% -$25.5K 0.52% 59
2021
Q3 		$1.48M Buy
8,824
+64
+0.7% +$10K 0.63% 54
2021
Q2 		$1.36M Buy
8,760
+1
+0% +$157 0.59% 57
2021
Q1 		$1.33M Buy
8,759
+1
+0% +$144 0.61% 58
2020
Q4 		$1.11M Sell
8,758
-544
-6% -$60.8K 0.57% 61
2020
Q3 		$895K Sell
9,302
-3,110
-25% -$305K 0.53% 64
2020
Q2 		$1.17M Buy
12,412
+2,822
+29% +$268K 0.73% 54
2020
Q1 		$863K Sell
9,590
-1,439
-13% -$175K 0.83% 51
2019
Q4 		$1.54M Buy
11,029
+1
+0% +$128 0.99% 30
2019
Q3 		$1.3M Buy
11,028
+1,486
+16% +$168K 0.92% 33
2019
Q2 		$1.07M Sell
9,542
-1,271
-12% -$140K 0.86% 37
2019
Q1 		$1.09M Sell
10,813
-499
-4% -$51.4K 0.81% 38
2018
Q4 		$1.1M Buy
11,312
+5,086
+82% +$542K 0.99% 34
2018
Q3 		$703K Buy
6,226
+1
+0% +$114 0.56% 53
2018
Q2 		$649K Buy
6,225
+1
+0% +$110 0.56% 52
2018
Q1 		$684K Buy
6,224
+1,375
+28% +$156K 0.63% 51
2017
Q4 		$519K Buy
+4,849
New +$491K 0.5% 58

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Taylor Hoffman Wealth Management's JPM Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2024, buying an estimated $52.4K and bringing the position to 4,903 shares worth $1.01M. The position accounts for 0.41% of the portfolio, ranked #53.

Taylor Hoffman Wealth Management first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.54M in Q4 2019. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Taylor Hoffman Wealth Management held 4,903 shares of JPMorgan Chase worth $1.01M as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 268 JPMorgan Chase shares in Q2 2024, an estimated $52.4K.
  • JPMorgan Chase made up 0.41% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #53 holding.
  • Taylor Hoffman Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's JPMorgan Chase position peaked at $1.54M in Q4 2019.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.