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Wipfli Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Wipfli Financial 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
Q3 		$4.77M Buy
+45,616
New +$5.23M 0.34% 36
2022
Q2 		– Sell
-2,050
Closed -$279K – 94
2022
Q1 		$279K Buy
+2,050
New +$303K 0.03% 83

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wipfli Financial Advisors's JPM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in JPMorgan Chase (JPM) in Q3 2022: 45,616 shares worth $4.77M. The stake represents 0.34% of the portfolio and ranks #36 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in JPM as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in JPM in Q1 2022 and has held it in 2 quarters since. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Wipfli Financial Advisors held 45,616 shares of JPMorgan Chase worth $4.77M as of Q3 2022.
  • JPMorgan Chase was a new Wipfli Financial Advisors position in Q3 2022.
  • JPMorgan Chase made up 0.34% of Wipfli Financial Advisors's portfolio in Q3 2022, its #36 holding.
  • Wipfli Financial Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 2 quarters since.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.