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WealthOne’s JPMorgan Chase JPM Stock Holding History

WealthOne’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 		$417K Sell
2,874
-67
-2% -$10K 0.17% 49
2023
Q2 		$428K Buy
2,941
+296
+11% +$40.7K 0.16% 57
2023
Q1 		$345K Buy
2,645
+78
+3% +$10.7K 0.13% 66
2022
Q4 		$344K Sell
2,567
-50
-2% -$6.33K 0.14% 69
2022
Q3 		$274K Buy
2,617
+145
+6% +$16.6K 0.12% 79
2022
Q2 		$278K Buy
2,472
+173
+8% +$21.4K 0.11% 88
2022
Q1 		$313K Sell
2,299
-56
-2% -$8.27K 0.11% 88
2021
Q4 		$373K Buy
2,355
+288
+14% +$47.3K 0.13% 74
2021
Q3 		$338K Sell
2,067
-240
-10% -$37.6K 0.13% 94
2021
Q2 		$359K Sell
2,307
-593
-20% -$93.1K 0.14% 86
2021
Q1 		$442K Sell
2,900
-85
-3% -$12.2K 0.19% 74
2020
Q4 		$379K Sell
2,985
-114
-4% -$12.7K 0.18% 70
2020
Q3 		$298K Sell
3,099
-19
-0.6% -$1.87K 0.17% 76
2020
Q2 		$293K Buy
3,118
+582
+23% +$55.2K 0.18% 75
2020
Q1 		$228K Buy
2,536
+234
+10% +$28.4K 0.17% 78
2019
Q4 		$321K Buy
2,302
+62
+3% +$7.95K 0.2% 67
2019
Q3 		$264K Sell
2,240
-491
-18% -$55.5K 0.19% 70
2019
Q2 		$305K Buy
+2,731
New +$301K 0.22% 71
2019
Q1 		– Sell
-2,359
Closed -$230K – 324
2018
Q4 		$230K Buy
+2,359
New +$251K 0.2% 66

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WealthOne's JPM Position: Q3 2023 in Review

WealthOne reduced its JPMorgan Chase (JPM) stake by 2.3% in Q3 2023, selling an estimated $10K and leaving 2,874 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #49.

WealthOne first reported a position in JPM in Q4 2018 and has held it in 19 quarters since. The position peaked at $442K in Q1 2021. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • WealthOne held 2,874 shares of JPMorgan Chase worth $417K as of Q3 2023.
  • WealthOne sold 67 JPMorgan Chase shares in Q3 2023, an estimated $10K.
  • JPMorgan Chase made up 0.17% of WealthOne's portfolio in Q3 2023, its #49 holding.
  • WealthOne first reported a position in JPMorgan Chase in Q4 2018 and has held it in 19 quarters since.
  • WealthOne's JPMorgan Chase position peaked at $442K in Q1 2021.
  • 3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.