TPB Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

TPB 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 Q1	$957K	Sell	7,341 -334	-4%	-$45.8K	0.52%	28
2022 Q4	$1.02M	Buy	7,675 +99	+1%	+$12.5K	0.53%	31
2022 Q3	$792K	Sell	7,576 -406	-5%	-$46.6K	0.38%	28
2022 Q2	$897K	Buy	7,982 +441	+6%	+$54.6K	0.4%	32
2022 Q1	$1.03M	Hold	7,541	–	–	0.38%	31
2021 Q4	$1.19M	Hold	7,541	–	–	0.58%	30
2021 Q3	$1.23M	Sell	7,541 -100	-1%	-$15.7K	0.9%	24
2021 Q2	$1.19M	Buy	7,641 +141	+2%	+$22.1K	0.77%	26
2021 Q1	$1.2M	Buy	7,500 +200	+3%	+$28.8K	1.03%	22
2020 Q4	$920K	Buy	+7,300	New	+$816K	0.91%	17

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

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

TPB Wealth Advisors's JPM Position: Q1 2023 in Review

TPB Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.4% in Q1 2023, selling an estimated $45.8K and leaving 7,341 shares worth $957K. The position accounts for 0.52% of the portfolio, ranked #28.

TPB Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

TPB Wealth Advisors held 7,341 shares of JPMorgan Chase worth $957K as of Q1 2023.
TPB Wealth Advisors sold 334 JPMorgan Chase shares in Q1 2023, an estimated $45.8K.
JPMorgan Chase made up 0.52% of TPB Wealth Advisors's portfolio in Q1 2023, its #28 holding.
TPB Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 10 quarters since.
TPB Wealth Advisors's JPMorgan Chase position peaked at $1.23M in Q3 2021.
3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.