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Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

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 		$379K Hold
2,612
– – 0.17% 42
2023
Q2 		$387K Hold
2,612
– – 0.17% 42
2023
Q1 		$336K Buy
2,612
+182
+7% +$24.9K 0.16% 46
2022
Q4 		$326K Hold
2,430
– – 0.17% 44
2022
Q3 		$254K Hold
2,430
– – 0.13% 50
2022
Q2 		$274K Hold
2,430
– – 0.13% 49
2022
Q1 		$331K Sell
2,430
-116
-5% -$17.1K 0.12% 50
2021
Q4 		$403K Buy
2,546
+1
+0% +$164 0.14% 47
2021
Q3 		$425K Buy
2,545
+34
+1% +$5.33K 0.17% 46
2021
Q2 		$381K Sell
2,511
-64
-2% -$10.1K 0.14% 47
2021
Q1 		$384K Buy
2,575
+1
+0% +$144 0.15% 48
2020
Q4 		$327K Sell
2,574
-319
-11% -$35.7K 0.14% 57
2020
Q3 		$294K Buy
2,893
+1
+0% +$98 0.14% 56
2020
Q2 		$275K Buy
2,892
+27
+0.9% +$2.56K 0.15% 58
2020
Q1 		$250K Sell
2,865
-7,000
-71% -$850K 0.17% 52
2019
Q4 		$1.34M Buy
+9,865
New +$1.27M 0.76% 23

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

Wealth Advisors's JPM Position: Q3 2023 in Review

Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q3 2023 at 2,612 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #42.

Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.34M in Q4 2019. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Wealth Advisors held 2,612 shares of JPMorgan Chase worth $379K as of Q3 2023.
  • Wealth Advisors left its JPMorgan Chase share count unchanged in Q3 2023.
  • JPMorgan Chase made up 0.17% of Wealth Advisors's portfolio in Q3 2023, its #42 holding.
  • Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's JPMorgan Chase position peaked at $1.34M in Q4 2019.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.