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Wealthstreet Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$23K Hold
166
– – 0.62% 36
2021
Q4 		$26K Hold
166
– – 0.64% 35
2021
Q3 		$27K Hold
166
– – 0.75% 33
2021
Q2 		$26K Sell
166
-161,929
-100% -$25.4M 0.13% 65
2021
Q1 		$24.7M Buy
162,095
+511
+0.3% +$73.5K 2.41% 4
2020
Q4 		$20.5M Sell
161,584
-1,881
-1% -$210K 2.08% 7
2020
Q3 		$15.7M Sell
163,465
-3,336
-2% -$328K 1.76% 11
2020
Q2 		$15.7M Sell
166,801
-1,850
-1% -$176K 1.92% 10
2020
Q1 		$15.2M Sell
168,651
-267
-0.2% -$32.4K 2.24% 7
2019
Q4 		$23.5M Sell
168,918
-790
-0.5% -$101K 2.75% 3
2019
Q3 		$21.5M Sell
169,708
-4,688
-3% -$530K 2.74% 4
2019
Q2 		$19.5M Sell
174,396
-1,729
-1% -$191K 2.52% 4
2019
Q1 		$17.8M Sell
176,125
-3,644
-2% -$375K 2.35% 6
2018
Q4 		$18.7M Buy
179,769
+600
+0.3% +$63.9K 2.62% 4
2018
Q3 		$20.2M Sell
179,169
-1,189
-0.7% -$135K 2.49% 6
2018
Q2 		$18.8M Sell
180,358
-23,945
-12% -$2.63M 2.49% 4
2018
Q1 		$22.5M Sell
204,303
-1,876
-0.9% -$212K 2.82% 4
2017
Q4 		$22M Buy
+206,179
New +$20.9M 2.67% 4

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealthstreet Investment Advisors's JPM Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its JPMorgan Chase (JPM) position steady in Q1 2022 at 166 shares worth $23K. The position accounts for 0.62% of the portfolio, ranked #36.

Wealthstreet Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 18 quarters since. The position peaked at $24.7M in Q1 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Wealthstreet Investment Advisors held 166 shares of JPMorgan Chase worth $23K as of Q1 2022.
  • Wealthstreet Investment Advisors left its JPMorgan Chase share count unchanged in Q1 2022.
  • JPMorgan Chase made up 0.62% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #36 holding.
  • Wealthstreet Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's JPMorgan Chase position peaked at $24.7M in Q1 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.