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TD Ameritrade Investment Management’s JPMorgan Chase JPM Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-4,333
Closed -$630K – 263
2023
Q2 		$630K Sell
4,333
-1,019
-19% -$140K 0.01% 115
2023
Q1 		$697K Sell
5,352
-1,505
-22% -$206K 0.01% 114
2022
Q4 		$920K Sell
6,857
-2,049
-23% -$260K 0.01% 114
2022
Q3 		$931K Sell
8,906
-1,913
-18% -$220K 0.01% 116
2022
Q2 		$1.22M Sell
10,819
-3,216
-23% -$398K 0.01% 115
2022
Q1 		$1.91M Buy
14,035
+425
+3% +$62.7K 0.01% 108
2021
Q4 		$2.15M Buy
13,610
+131
+1% +$21.5K 0.02% 101
2021
Q3 		$1.3M Buy
13,479
+803
+6% +$126K 0.01% 110
2021
Q2 		$1.97M Buy
12,676
+991
+8% +$156K 0.01% 103
2021
Q1 		$1.49M Hold
11,685
– – 0.01% 104
2020
Q4 		$1.49M Sell
11,685
-1,794
-13% -$201K 0.01% 104
2020
Q3 		$1.3M Sell
13,479
-320
-2% -$31.4K 0.01% 110
2020
Q2 		$1.3M Sell
13,799
-1,239
-8% -$118K 0.01% 110
2020
Q1 		$1.35M Sell
15,038
-1,291
-8% -$157K 0.01% 105
2019
Q4 		$2.28M Buy
16,329
+933
+6% +$120K 0.02% 94
2019
Q3 		$1.81M Buy
15,396
+3,412
+28% +$386K 0.01% 97
2019
Q2 		$1.34M Buy
11,984
+2,144
+22% +$236K 0.01% 103
2019
Q1 		$996K Buy
9,840
+2,523
+34% +$260K 0.01% 110
2018
Q4 		$714K Buy
7,317
+3,465
+90% +$369K 0.01% 107
2018
Q3 		$435K Buy
3,852
+2,955
+329% +$335K ﹤0.01% 107
2018
Q2 		$93K Buy
+897
New +$98.4K ﹤0.01% 105

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

TD Ameritrade Investment Management's JPM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 4,333 shares — an estimated $630K sold.

TD Ameritrade Investment Management first reported a position in JPM in Q2 2018 and held it in 21 quarters. The position peaked at $2.28M in Q4 2019. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 4,333 JPMorgan Chase shares in Q3 2023, an estimated $630K.
  • TD Ameritrade Investment Management first reported a position in JPMorgan Chase in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's JPMorgan Chase position peaked at $2.28M in Q4 2019.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.