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TRUADVICE’s JPMorgan Chase JPM Stock Holding History

TRUADVICE’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 		$340K Sell
2,319
-138
-6% -$20.7K 0.13% 160
2023
Q2 		$377K Buy
2,457
+264
+12% +$36.3K 0.14% 159
2023
Q1 		$303K Buy
+2,193
New +$300K 0.12% 170
2021
Q3 		– Sell
-6,462
Closed -$979K – 212
2021
Q2 		$979K Buy
6,462
+337
+6% +$52.9K 0.21% 106
2021
Q1 		$950K Sell
6,125
-1,417
-19% -$204K 0.28% 79
2020
Q4 		$964K Buy
7,542
+1,426
+23% +$159K 0.29% 84
2020
Q3 		$610K Buy
+6,116
New +$601K 0.25% 98

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

TRUADVICE's JPM Position: Q3 2023 in Review

TRUADVICE reduced its JPMorgan Chase (JPM) stake by 5.6% in Q3 2023, selling an estimated $20.7K and leaving 2,319 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #160.

TRUADVICE first reported a position in JPM in Q3 2020 and has held it in 7 quarters since. The position peaked at $979K in Q2 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • TRUADVICE held 2,319 shares of JPMorgan Chase worth $340K as of Q3 2023.
  • TRUADVICE sold 138 JPMorgan Chase shares in Q3 2023, an estimated $20.7K.
  • JPMorgan Chase made up 0.13% of TRUADVICE's portfolio in Q3 2023, its #160 holding.
  • TRUADVICE first reported a position in JPMorgan Chase in Q3 2020 and has held it in 7 quarters since.
  • TRUADVICE's JPMorgan Chase position peaked at $979K in Q2 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.