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Windsor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Windsor Wealth 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
Q3 		$1.31M Sell
9,060
-536
-6% -$80.3K 0.24% 58
2023
Q2 		$1.4M Buy
9,596
+142
+2% +$19.5K 0.25% 58
2023
Q1 		$1.21M Sell
9,454
-321
-3% -$44K 0.23% 60
2022
Q4 		$1.35M Buy
9,775
+157
+2% +$19.9K 0.28% 60
2022
Q3 		$1.02M Sell
9,618
-367
-4% -$42.1K 0.25% 61
2022
Q2 		$1.12M Sell
9,985
-4,309
-30% -$534K 0.29% 53
2022
Q1 		$1.91M Buy
14,294
+41
+0.3% +$6.05K 0.35% 51
2021
Q4 		$2.39M Buy
14,253
+429
+3% +$70.5K 0.44% 49
2021
Q3 		$2.31M Buy
13,824
+380
+3% +$59.6K 0.48% 40
2021
Q2 		$2.09M Sell
13,444
-724
-5% -$114K 0.45% 45
2021
Q1 		$2.16M Buy
14,168
+1,218
+9% +$175K 0.51% 40
2020
Q4 		$1.65M Sell
12,950
-7,499
-37% -$838K 0.42% 49
2020
Q3 		$2.07M Sell
20,449
-2,735
-12% -$269K 0.6% 37
2020
Q2 		$2.18M Buy
23,184
+8,763
+61% +$831K 0.69% 33
2020
Q1 		$1.3M Buy
14,421
+130
+0.9% +$15.8K 0.52% 45
2019
Q4 		$1.99M Sell
14,291
-582
-4% -$74.6K 0.73% 25
2019
Q3 		$1.68M Buy
14,873
+965
+7% +$109K 0.73% 34
2019
Q2 		$1.58M Buy
13,908
+3,020
+28% +$333K 0.69% 36
2019
Q1 		$1.1M Sell
10,888
-4,152
-28% -$428K 0.62% 36
2018
Q4 		$1.47M Buy
15,040
+360
+2% +$38.4K 1% 24
2018
Q3 		$1.66M Buy
14,680
+77
+0.5% +$8.74K 1.08% 20
2018
Q2 		$1.52M Buy
14,603
+1,165
+9% +$128K 1.19% 17
2018
Q1 		$1.48M Buy
13,438
+1
+0% +$113 1.25% 16
2017
Q4 		$1.44M Buy
+13,437
New +$1.36M 1.24% 13

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

Windsor Wealth Management's JPM Position: Q3 2023 in Review

Windsor Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.6% in Q3 2023, selling an estimated $80.3K and leaving 9,060 shares worth $1.31M. The position accounts for 0.24% of the portfolio, ranked #58.

Windsor Wealth Management first reported a position in JPM in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.39M in Q4 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Windsor Wealth Management held 9,060 shares of JPMorgan Chase worth $1.31M as of Q3 2023.
  • Windsor Wealth Management sold 536 JPMorgan Chase shares in Q3 2023, an estimated $80.3K.
  • JPMorgan Chase made up 0.24% of Windsor Wealth Management's portfolio in Q3 2023, its #58 holding.
  • Windsor Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 24 quarters since.
  • Windsor Wealth Management's JPMorgan Chase position peaked at $2.39M in Q4 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.