TimeScale Financial’s JPMorgan Chase JPM Stock Holding History

TimeScale Financial’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	$159K	Buy	1,091 +3	+0.3%	+$413	0.03%	113
2023 Q1	$142K	Sell	1,088 -1	-0.1%	-$137	0.03%	116
2022 Q4	$114K	Buy	1,089 +1	+0.1%	+$127	0.03%	103
2022 Q3	$114K	Buy	1,088 +43	+4%	+$4.93K	0.03%	103
2022 Q2	$118K	Sell	1,045 -65	-6%	-$8.05K	0.03%	100
2022 Q1	$151K	Buy	1,110 +29	+3%	+$4.28K	0.04%	98
2021 Q4	$171K	Buy	1,081 +2	+0.2%	+$328	0.04%	92
2021 Q3	$177K	Sell	1,079 -170	-14%	-$26.7K	0.04%	83
2021 Q2	$194K	Buy	1,249 +202	+19%	+$31.7K	0.05%	83
2021 Q1	$159K	Buy	1,047 +19	+2%	+$2.73K	0.04%	88
2020 Q4	$131K	Sell	1,028 -61	-6%	-$6.82K	0.04%	91
2020 Q3	$106K	Buy	1,089 +281	+35%	+$27.6K	0.03%	98
2020 Q2	$75K	Sell	808 -300	-27%	-$28.5K	0.02%	113
2020 Q1	$99K	Sell	1,108 -495	-31%	-$60.1K	0.03%	95
2019 Q4	$223K	Hold	1,603	–	–	0.07%	78
2019 Q3	$189K	Buy	1,603 +100	+7%	+$11.3K	0.06%	85
2019 Q2	$168K	Buy	+1,503	New	+$166K	0.06%	89

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

TimeScale Financial's JPM Position: Q2 2023 in Review

TimeScale Financial increased its JPMorgan Chase (JPM) stake by 0.28% in Q2 2023, buying an estimated $413 and bringing the position to 1,091 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #113.

TimeScale Financial first reported a position in JPM in Q2 2019 and has held it in 17 quarters since. The position peaked at $223K in Q4 2019. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

TimeScale Financial held 1,091 shares of JPMorgan Chase worth $159K as of Q2 2023.
TimeScale Financial bought 3 JPMorgan Chase shares in Q2 2023, an estimated $413.
JPMorgan Chase made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #113 holding.
TimeScale Financial first reported a position in JPMorgan Chase in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's JPMorgan Chase position peaked at $223K in Q4 2019.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.