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TrustCore Financial Services’s JPMorgan Chase JPM Stock Holding History

TrustCore Financial Services’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
Q4 		$5.35M Buy
39,913
+1,561
+4% +$198K 0.47% 29
2022
Q3 		$4.01M Buy
38,352
+1,441
+4% +$165K 0.38% 33
2022
Q2 		$4.16M Buy
36,911
+1,444
+4% +$179K 0.39% 31
2022
Q1 		$4.83M Buy
35,467
+4,334
+14% +$640K 0.42% 31
2021
Q4 		$4.93M Buy
31,133
+639
+2% +$105K 0.56% 25
2021
Q3 		$4.99M Buy
30,494
+1,199
+4% +$188K 0.49% 27
2021
Q2 		$4.56M Sell
29,295
-295
-1% -$46.3K 0.48% 30
2021
Q1 		$4.5M Sell
29,590
-2,462
-8% -$354K 0.52% 28
2020
Q4 		$4.07M Buy
32,052
+3,168
+11% +$354K 0.52% 32
2020
Q3 		$2.78M Buy
28,884
+2,996
+12% +$294K 0.42% 36
2020
Q2 		$2.44M Buy
25,888
+1,063
+4% +$101K 0.42% 40
2020
Q1 		$2.23M Buy
24,825
+3,124
+14% +$380K 0.5% 35
2019
Q4 		$3.02M Buy
21,701
+945
+5% +$121K 0.57% 35
2019
Q3 		$2.44M Buy
20,756
+596
+3% +$67.4K 0.52% 35
2019
Q2 		$2.25M Buy
20,160
+3,840
+24% +$423K 0.5% 36
2019
Q1 		$1.65M Buy
16,320
+1,219
+8% +$126K 0.46% 36
2018
Q4 		$1.47M Buy
15,101
+113
+0.8% +$12K 0.82% 16
2018
Q3 		$1.69M Buy
14,988
+298
+2% +$33.8K 0.53% 34
2018
Q2 		$1.53M Buy
14,690
+1,840
+14% +$202K 0.54% 35
2018
Q1 		$1.41M Buy
12,850
+701
+6% +$79.4K 0.54% 32
2017
Q4 		$1.3M Buy
+12,149
New +$1.23M 0.51% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

TrustCore Financial Services's JPM Position: Q4 2022 in Review

TrustCore Financial Services increased its JPMorgan Chase (JPM) stake by 4.1% in Q4 2022, buying an estimated $198K and bringing the position to 39,913 shares worth $5.35M. The position accounts for 0.47% of the portfolio, ranked #29.

TrustCore Financial Services first reported a position in JPM in Q4 2017 and has held it in 21 quarters since. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • TrustCore Financial Services held 39,913 shares of JPMorgan Chase worth $5.35M as of Q4 2022.
  • TrustCore Financial Services bought 1,561 JPMorgan Chase shares in Q4 2022, an estimated $198K.
  • JPMorgan Chase made up 0.47% of TrustCore Financial Services's portfolio in Q4 2022, its #29 holding.
  • TrustCore Financial Services first reported a position in JPMorgan Chase in Q4 2017 and has held it in 21 quarters since.
  • 3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.