Ten Capital Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$439K	Buy	3,025 +1,875	+163%	+$258K	0.13%	68
2023 Q1	$150K	Buy	1,150 +241	+27%	+$33K	0.05%	131
2022 Q4	$122K	Buy	909 +327	+56%	+$41.4K	0.05%	120
2022 Q3	$61K	Buy	582 +113	+24%	+$13K	0.03%	142
2022 Q2	$53K	Hold	469	–	–	0.02%	150
2022 Q1	$64K	Buy	469 +57	+14%	+$8.41K	0.03%	134
2021 Q4	$65K	Hold	412	–	–	0.03%	112
2021 Q3	$67K	Sell	412 -48	-10%	-$7.53K	0.03%	111
2021 Q2	$72K	Buy	460 +74	+19%	+$11.6K	0.02%	159
2021 Q1	$58K	Hold	386	–	–	0.01%	168
2020 Q4	$49K	Buy	+386	New	+$43.1K	0.01%	170

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ten Capital Wealth Advisors's JPM Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its JPMorgan Chase (JPM) stake by 163% in Q2 2023, buying an estimated $258K and bringing the position to 3,025 shares worth $439K. The position accounts for 0.13% of the portfolio, ranked #68.

Ten Capital Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 11 quarters since. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Ten Capital Wealth Advisors held 3,025 shares of JPMorgan Chase worth $439K as of Q2 2023.
Ten Capital Wealth Advisors bought 1,875 JPMorgan Chase shares in Q2 2023, an estimated $258K.
JPMorgan Chase made up 0.13% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #68 holding.
Ten Capital Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 11 quarters since.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.