WealthSource Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.79M | Sell |
22,301
-820
| -4% | -$124K | 0.25% | 63 |
|
|
2023
Q3 | $3.35M | Sell |
23,121
-1,340
| -5% | -$201K | 0.23% | 70 |
|
|
2023
Q2 | $3.56M | Buy |
24,461
+672
| +3% | +$92.4K | 0.23% | 66 |
|
|
2023
Q1 | $3.1M | Sell |
23,789
-1,105
| -4% | -$151K | 0.21% | 71 |
|
|
2022
Q4 | $3.34M | Sell |
24,894
-4,196
| -14% | -$532K | 0.24% | 74 |
|
|
2022
Q3 | $3.04M | Sell |
29,090
-2,077
| -7% | -$238K | 0.23% | 80 |
|
|
2022
Q2 | $3.51M | Sell |
31,167
-25,425
| -45% | -$3.15M | 0.26% | 65 |
|
|
2022
Q1 | $7.71M | Buy |
56,592
+33,627
| +146% | +$4.96M | 0.52% | 33 |
|
|
2021
Q4 | $3.64M | Buy |
22,965
+773
| +3% | +$127K | 0.29% | 54 |
|
|
2021
Q3 | $3.63M | Buy |
22,192
+1,927
| +10% | +$302K | 0.32% | 49 |
|
|
2021
Q2 | $3.15M | Sell |
20,265
-4,131
| -17% | -$649K | 0.28% | 50 |
|
|
2021
Q1 | $3.71M | Buy |
24,396
+1,655
| +7% | +$238K | 0.37% | 40 |
|
|
2020
Q4 | $2.89M | Sell |
22,741
-5,963
| -21% | -$667K | 0.34% | 38 |
|
|
2020
Q3 | $2.76M | Buy |
28,704
+2,641
| +10% | +$259K | 0.37% | 35 |
|
|
2020
Q2 | $2.45M | Sell |
26,063
-5,932
| -19% | -$563K | 0.35% | 37 |
|
|
2020
Q1 | $2.88M | Buy |
31,995
+5,222
| +20% | +$634K | 0.45% | 32 |
|
|
2019
Q4 | $3.73M | Buy |
26,773
+2,372
| +10% | +$304K | 0.49% | 36 |
|
|
2019
Q3 | $2.87M | Sell |
24,401
-3,705
| -13% | -$419K | 0.43% | 61 |
|
|
2019
Q2 | $3.14M | Buy |
28,106
+7,445
| +36% | +$821K | 0.5% | 57 |
|
|
2019
Q1 | $2.09M | Buy |
20,661
+2,727
| +15% | +$281K | 0.47% | 60 |
|
|
2018
Q4 | $1.75M | Buy |
17,934
+3,439
| +24% | +$366K | 0.5% | 56 |
|
|
2018
Q3 | $1.64M | Sell |
14,495
-691
| -5% | -$78.4K | 0.43% | 59 |
|
|
2018
Q2 | $1.58M | Sell |
15,186
-1,289
| -8% | -$141K | 0.44% | 60 |
|
|
2018
Q1 | $1.81M | Sell |
16,475
-5,743
| -26% | -$650K | 0.55% | 47 |
|
|
2017
Q4 | $2.38M | Buy |
22,218
+55
| +0.2% | +$5.57K | 0.74% | 39 |
|
|
2017
Q3 | $2.12M | Sell |
22,163
-119
| -0.5% | -$11K | 0.7% | 42 |
|
|
2017
Q2 | $2.04M | Buy |
22,282
+1,480
| +7% | +$128K | 0.69% | 42 |
|
|
2017
Q1 | $1.83M | Buy |
20,802
+2,556
| +14% | +$225K | 0.67% | 35 |
|
|
2016
Q4 | $1.57M | Sell |
18,246
-2,199
| -11% | -$168K | 0.66% | 39 |
|
|
2016
Q3 | $1.36M | Buy |
20,445
+7,402
| +57% | +$483K | 0.5% | 48 |
|
|
2016
Q2 | $811K | Sell |
13,043
-3,183
| -20% | -$199K | 0.3% | 69 |
|
|
2016
Q1 | $961K | Buy |
+16,226
| New | +$948K | 0.39% | 60 |
|
Other funds holding JPM
WealthSource Partners's JPM Position: Q4 2023 in Review
WealthSource Partners reduced its JPMorgan Chase (JPM) stake by 3.5% in Q4 2023, selling an estimated $124K and leaving 22,301 shares worth $3.79M. The position accounts for 0.25% of the portfolio, ranked #63.
WealthSource Partners first reported a position in JPM in Q1 2016 and has held it in 32 quarters since. The position peaked at $7.71M in Q1 2022. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- WealthSource Partners held 22,301 shares of JPMorgan Chase worth $3.79M as of Q4 2023.
- WealthSource Partners sold 820 JPMorgan Chase shares in Q4 2023, an estimated $124K.
- JPMorgan Chase made up 0.25% of WealthSource Partners's portfolio in Q4 2023, its #63 holding.
- WealthSource Partners first reported a position in JPMorgan Chase in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's JPMorgan Chase position peaked at $7.71M in Q1 2022.
- 3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.