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Wealthspire Advisors (Maryland)’s JPMorgan Chase JPM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$4.51M Buy
46,875
+2,877
+7% +$283K 0.16% 75
2020
Q2 		$4.14M Sell
43,998
-1,687
-4% -$160K 0.3% 54
2020
Q1 		$4.11M Sell
45,685
-3,066
-6% -$373K 0.36% 48
2019
Q4 		$6.8M Buy
48,751
+507
+1% +$65K 0.46% 35
2019
Q3 		$5.68M Buy
48,244
+3,072
+7% +$347K 0.42% 44
2019
Q2 		$5.05M Sell
45,172
-596
-1% -$65.7K 0.38% 47
2019
Q1 		$4.63M Sell
45,768
-2,053
-4% -$212K 0.35% 48
2018
Q4 		$4.67M Sell
47,821
-83
-0.2% -$8.84K 0.42% 44
2018
Q3 		$5.41M Buy
47,904
+631
+1% +$71.6K 0.45% 40
2018
Q2 		$4.93M Buy
47,273
+195
+0.4% +$21.4K 0.45% 39
2018
Q1 		$5.18M Sell
47,078
-846
-2% -$95.8K 0.49% 38
2017
Q4 		$5.13M Buy
47,924
+3,142
+7% +$318K 0.5% 36
2017
Q3 		$4.28M Buy
44,782
+817
+2% +$75.3K 0.47% 35
2017
Q2 		$4.02M Sell
43,965
-3,132
-7% -$270K 0.48% 35
2017
Q1 		$4.14M Buy
47,097
+2,184
+5% +$193K 0.59% 28
2016
Q4 		$3.88M Sell
44,913
-5,003
-10% -$382K 0.58% 30
2016
Q3 		$3.32M Buy
49,916
+4,486
+10% +$293K 0.52% 32
2016
Q2 		$2.82M Sell
45,430
-554
-1% -$34.6K 0.47% 36
2016
Q1 		$2.72M Buy
45,984
+80
+0.2% +$4.67K 0.48% 36
2015
Q4 		$3.03M Buy
+45,904
New +$2.99M 0.56% 33

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JPM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its JPMorgan Chase (JPM) stake by 6.5% in Q3 2020, buying an estimated $283K and bringing the position to 46,875 shares worth $4.51M. The position accounts for 0.16% of the portfolio, ranked #75.

Wealthspire Advisors (Maryland) first reported a position in JPM in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.8M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 46,875 shares of JPMorgan Chase worth $4.51M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,877 JPMorgan Chase shares in Q3 2020, an estimated $283K.
  • JPMorgan Chase made up 0.16% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #75 holding.
  • Wealthspire Advisors (Maryland) first reported a position in JPMorgan Chase in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s JPMorgan Chase position peaked at $6.8M in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.