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V Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

V 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
Q3 		$1.74M Sell
11,987
-22,722
-65% -$3.41M 1.39% 14
2023
Q2 		$5.05M Buy
34,709
+115
+0.3% +$15.8K 0.84% 23
2023
Q1 		$4.51M Buy
34,594
+1,195
+4% +$164K 0.84% 20
2022
Q4 		$4.48M Buy
33,399
+7,189
+27% +$911K 0.93% 20
2022
Q3 		$2.74M Sell
26,210
-5,218
-17% -$599K 0.55% 31
2022
Q2 		$3.54M Buy
31,428
+997
+3% +$124K 0.67% 23
2022
Q1 		$4.15M Sell
30,431
-4,498
-13% -$664K 0.66% 23
2021
Q4 		$5.53M Sell
34,929
-750
-2% -$123K 0.81% 20
2021
Q3 		$5.84M Buy
35,679
+130
+0.4% +$20.4K 0.9% 15
2021
Q2 		$5.53M Buy
35,549
+780
+2% +$123K 0.88% 16
2021
Q1 		$5.29M Buy
34,769
+412
+1% +$59.3K 0.97% 16
2020
Q4 		$4.37M Buy
34,357
+21,462
+166% +$2.4M 0.9% 17
2020
Q3 		$1.24M Sell
12,895
-19,570
-60% -$1.92M 0.86% 30
2020
Q2 		$3.05M Sell
32,465
-12,142
-27% -$1.15M 0.79% 19
2020
Q1 		$4.02M Buy
44,607
+12,315
+38% +$1.5M 1.26% 16
2019
Q4 		$3.8M Hold
32,292
– – 1.36% 11
2019
Q3 		$3.8M Buy
32,292
+29
+0.1% +$3.28K 1.36% 11
2019
Q2 		$3.62M Buy
32,263
+1,919
+6% +$212K 1.37% 11
2019
Q1 		$3.45M Buy
30,344
+431
+1% +$44.4K 1.39% 11
2018
Q4 		$3.02M Buy
29,913
+12,481
+72% +$1.33M 1.54% 10
2018
Q3 		$1.96M Buy
17,432
+618
+4% +$70.2K 0.91% 27
2018
Q2 		$1.79M Buy
16,814
+784
+5% +$86K 1% 28
2018
Q1 		$1.73M Buy
16,030
+741
+5% +$83.9K 0.92% 32
2017
Q4 		$1.72M Buy
15,289
+2,164
+16% +$219K 0.87% 36
2017
Q3 		$1.26M Buy
13,125
+320
+2% +$29.5K 0.64% 44
2017
Q2 		$1.17M Sell
12,805
-1,475
-10% -$127K 0.55% 50
2017
Q1 		$1.25M Buy
14,280
+3,603
+34% +$318K 0.77% 44
2016
Q4 		$919K Sell
10,677
-883
-8% -$67.3K 0.67% 51
2016
Q3 		$772K Sell
11,560
-800
-6% -$52.2K 0.62% 53
2016
Q2 		$775K Sell
12,360
-14,696
-54% -$918K 0.64% 56
2016
Q1 		$1.61M Buy
+27,056
New +$1.58M 1.29% 27

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

V Wealth Advisors's JPM Position: Q3 2023 in Review

V Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 65% in Q3 2023, selling an estimated $3.41M and leaving 11,987 shares worth $1.74M. The position accounts for 1.39% of the portfolio, ranked #14.

V Wealth Advisors first reported a position in JPM in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.84M in Q3 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • V Wealth Advisors held 11,987 shares of JPMorgan Chase worth $1.74M as of Q3 2023.
  • V Wealth Advisors sold 22,722 JPMorgan Chase shares in Q3 2023, an estimated $3.41M.
  • JPMorgan Chase made up 1.39% of V Wealth Advisors's portfolio in Q3 2023, its #14 holding.
  • V Wealth Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's JPMorgan Chase position peaked at $5.84M in Q3 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.