Titus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Titus 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
2022 Q2	$702K	Buy	6,233 +872	+16%	+$108K	0.35%	50
2022 Q1	$731K	Buy	5,361 +78	+1%	+$11.5K	0.33%	52
2021 Q4	$837K	Sell	5,283 -287	-5%	-$47.1K	0.38%	47
2021 Q3	$912K	Sell	5,570 -23	-0.4%	-$3.61K	0.48%	35
2021 Q2	$870K	Buy	5,593 +136	+2%	+$21.4K	0.47%	35
2021 Q1	$831K	Buy	5,457 +2,277	+72%	+$328K	0.49%	33
2020 Q4	$404K	Sell	3,180 -447	-12%	-$50K	0.25%	76
2020 Q3	$349K	Sell	3,627 -372	-9%	-$36.5K	0.25%	74
2020 Q2	$376K	Buy	3,999 +746	+23%	+$70.8K	0.3%	65
2020 Q1	$293K	Buy	3,253 +466	+17%	+$56.6K	0.28%	69
2019 Q4	$389K	Buy	2,787 +511	+22%	+$65.5K	0.39%	58
2019 Q3	$268K	Buy	2,276 +1	+0%	+$113	0.25%	78
2019 Q2	$254K	Sell	2,275 -170	-7%	-$18.7K	0.25%	74
2019 Q1	$248	Sell	2,445 -164	-6%	-$16.9K	0.22%	89
2018 Q4	$254	Buy	2,609 +631	+32%	+$67.2K	0.22%	77
2018 Q3	$223K	Buy	+1,978	New	+$225K	0.19%	83
2018 Q2	–	Sell	-2,039	Closed	-$224K	–	97
2018 Q1	$224K	Buy	+2,039	New	+$231K	0.22%	73

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Titus Wealth Management's JPM Position: Q2 2022 in Review

Titus Wealth Management increased its JPMorgan Chase (JPM) stake by 16% in Q2 2022, buying an estimated $108K and bringing the position to 6,233 shares worth $702K. The position accounts for 0.35% of the portfolio, ranked #50.

Titus Wealth Management first reported a position in JPM in Q1 2018 and has held it in 17 quarters since. The position peaked at $912K in Q3 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Titus Wealth Management held 6,233 shares of JPMorgan Chase worth $702K as of Q2 2022.
Titus Wealth Management bought 872 JPMorgan Chase shares in Q2 2022, an estimated $108K.
JPMorgan Chase made up 0.35% of Titus Wealth Management's portfolio in Q2 2022, its #50 holding.
Titus Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 17 quarters since.
Titus Wealth Management's JPMorgan Chase position peaked at $912K in Q3 2021.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.