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Wilson Asset Management’s JPMorgan Chase JPM Stock Holding History

Wilson Asset Management’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
Q1 		– Sell
-41,597
Closed -$5.58M – 29
2022
Q4 		$5.58M Hold
41,597
– – 1.69% 22
2022
Q3 		$4.35M Hold
41,597
– – 1.46% 22
2022
Q2 		$4.68M Sell
41,597
-19,240
-32% -$2.38M 1.4% 22
2022
Q1 		$8.29M Buy
+60,837
New +$8.98M 2.07% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilson Asset Management's JPM Position: Q1 2023 in Review

Wilson Asset Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 41,597 shares — an estimated $5.58M sold.

Wilson Asset Management first reported a position in JPM in Q1 2022 and held it in 4 quarters. The position peaked at $8.29M in Q1 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Wilson Asset Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Wilson Asset Management sold 41,597 JPMorgan Chase shares in Q1 2023, an estimated $5.58M.
  • Wilson Asset Management first reported a position in JPMorgan Chase in Q1 2022 and held it in 4 quarters.
  • Wilson Asset Management's JPMorgan Chase position peaked at $8.29M in Q1 2022.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Wilson Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.