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Tiedemann Advisors’s JPMorgan Chase JPM Stock Holding History

Tiedemann 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
Q3 		$4.56M Buy
31,423
+7,983
+34% +$1.2M 0.2% 52
2023
Q2 		$3.41M Buy
23,440
+238
+1% +$32.7K 0.15% 59
2023
Q1 		$3.02M Buy
23,202
+796
+4% +$109K 0.14% 61
2022
Q4 		$3M Hold
22,406
– – 0.14% 59
2022
Q3 		$2.34M Sell
22,406
-637
-3% -$73.1K 0.14% 70
2022
Q2 		$2.6M Sell
23,043
-3,374
-13% -$418K 0.2% 61
2022
Q1 		$3.6M Buy
26,417
+380
+1% +$56.1K 0.18% 65
2021
Q4 		$4.12M Sell
26,037
-1
-0% -$164 0.2% 60
2021
Q3 		$4.26M Sell
26,038
-5,704
-18% -$894K 0.23% 53
2021
Q2 		$4.94M Sell
31,742
-334
-1% -$52.5K 0.2% 60
2021
Q1 		$4.88M Sell
32,076
-2,209
-6% -$318K 0.21% 50
2020
Q4 		$4.36M Sell
34,285
-4,893
-12% -$547K 0.21% 57
2020
Q3 		$3.77M Buy
39,178
+120
+0.3% +$11.8K 0.18% 76
2020
Q2 		$3.67M Sell
39,058
-1,261
-3% -$120K 0.2% 80
2020
Q1 		$3.63M Sell
40,319
-3,033
-7% -$368K 0.24% 72
2019
Q4 		$6.04M Sell
43,352
-13,363
-24% -$1.71M 0.29% 63
2019
Q3 		$6.67M Buy
56,715
+34,422
+154% +$3.89M 0.32% 58
2019
Q2 		$2.49M Sell
22,293
-60,995
-73% -$6.73M 0.12% 93
2019
Q1 		$8.43M Sell
83,288
-1,002
-1% -$103K 0.4% 51
2018
Q4 		$8.23M Buy
84,290
+50,063
+146% +$5.33M 0.42% 47
2018
Q3 		$3.86M Buy
34,227
+321
+0.9% +$36.4K 0.23% 73
2018
Q2 		$3.53M Buy
33,906
+8,174
+32% +$897K 0.23% 74
2018
Q1 		$2.83M Buy
25,732
+12,192
+90% +$1.38M 0.19% 80
2017
Q4 		$1.45M Sell
13,540
-14,812
-52% -$1.5M 0.11% 97
2017
Q3 		$2.31M Sell
28,352
-42,537
-60% -$3.92M 0.21% 84
2017
Q2 		$6.48M Buy
70,889
+11,840
+20% +$1.02M 0.47% 41
2017
Q1 		$5.19M Buy
59,049
+20,740
+54% +$1.83M 0.44% 46
2016
Q4 		$3.31M Buy
38,309
+17,729
+86% +$1.35M 0.33% 63
2016
Q3 		$1.42M Buy
+20,580
New +$1.34M 0.29% 45

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

Tiedemann Advisors's JPM Position: Q3 2023 in Review

Tiedemann Advisors increased its JPMorgan Chase (JPM) stake by 34% in Q3 2023, buying an estimated $1.2M and bringing the position to 31,423 shares worth $4.56M. The position accounts for 0.2% of the portfolio, ranked #52.

Tiedemann Advisors first reported a position in JPM in Q3 2016 and has held it in 29 quarters since. The position peaked at $8.43M in Q1 2019. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Tiedemann Advisors held 31,423 shares of JPMorgan Chase worth $4.56M as of Q3 2023.
  • Tiedemann Advisors bought 7,983 JPMorgan Chase shares in Q3 2023, an estimated $1.2M.
  • JPMorgan Chase made up 0.2% of Tiedemann Advisors's portfolio in Q3 2023, its #52 holding.
  • Tiedemann Advisors first reported a position in JPMorgan Chase in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's JPMorgan Chase position peaked at $8.43M in Q1 2019.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.