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Traverso Chambers Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Traverso Chambers Private 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
2023
Q4 		$1.78M Buy
10,454
+506
+5% +$76.7K 0.43% 36
2023
Q3 		$1.44M Buy
9,948
+250
+3% +$37.5K 0.39% 39
2023
Q2 		$1.41M Buy
9,698
+187
+2% +$25.7K 0.37% 39
2023
Q1 		$1.24M Buy
9,511
+11
+0.1% +$1.51K 0.34% 39
2022
Q4 		$1.27M Sell
9,500
-29
-0.3% -$3.67K 0.37% 41
2022
Q3 		$996K Buy
9,529
+388
+4% +$44.5K 0.31% 45
2022
Q2 		$1.03M Buy
9,141
+475
+5% +$58.9K 0.34% 41
2022
Q1 		$1.18M Buy
8,666
+184
+2% +$27.2K 0.35% 41
2021
Q4 		$1.34M Buy
8,482
+138
+2% +$22.7K 0.4% 34
2021
Q3 		$1.37M Buy
8,344
+96
+1% +$15.1K 0.43% 33
2021
Q2 		$1.28M Buy
8,248
+577
+8% +$90.6K 0.4% 32
2021
Q1 		$1.17M Buy
7,671
+110
+1% +$15.8K 0.39% 35
2020
Q4 		$961K Buy
7,561
+627
+9% +$70.1K 0.35% 38
2020
Q3 		$668K Buy
6,934
+369
+6% +$36.2K 0.26% 48
2020
Q2 		$618K Buy
6,565
+421
+7% +$39.9K 0.26% 51
2020
Q1 		$553K Buy
6,144
+36
+0.6% +$4.37K 0.26% 50
2019
Q4 		$851K Sell
6,108
-40
-0.7% -$5.13K 0.36% 39
2019
Q3 		$724K Sell
6,148
-89
-1% -$10.1K 0.35% 41
2019
Q2 		$710K Sell
6,237
-180
-3% -$19.8K 0.35% 41
2019
Q1 		$650K Hold
6,417
– – 0.32% 45
2018
Q4 		$626K Buy
+6,417
New +$684K 0.34% 42

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Traverso Chambers Private Wealth Management's JPM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its JPMorgan Chase (JPM) stake by 5.1% in Q4 2023, buying an estimated $76.7K and bringing the position to 10,454 shares worth $1.78M. The position accounts for 0.43% of the portfolio, ranked #36.

Traverso Chambers Private Wealth Management first reported a position in JPM in Q4 2018 and has held it in 21 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 10,454 shares of JPMorgan Chase worth $1.78M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 506 JPMorgan Chase shares in Q4 2023, an estimated $76.7K.
  • JPMorgan Chase made up 0.43% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #36 holding.
  • Traverso Chambers Private Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 21 quarters since.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.