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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
2021
Q4 		– Sell
-400
Closed -$65K – 512
2021
Q3 		$65K Buy
+400
New +$62.7K 0.01% 520

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.