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YorkBridge Wealth Partners’s JPMorgan Chase JPM Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$3.76M Buy
28,040
+3,512
+14% +$445K 0.95% 24
2022
Q3 		$2.56M Sell
24,528
-2,423
-9% -$278K 0.66% 40
2022
Q2 		$3.04M Buy
26,951
+651
+2% +$80.7K 0.79% 31
2022
Q1 		$3.58M Sell
26,300
-9,902
-27% -$1.46M 0.79% 32
2021
Q4 		$5.73M Sell
36,202
-522
-1% -$85.7K 1.29% 18
2021
Q3 		$6.01M Buy
36,724
+1,658
+5% +$260K 1.51% 14
2021
Q2 		$5.45M Buy
35,066
+1,716
+5% +$270K 1.42% 16
2021
Q1 		$5.08M Buy
33,350
+2,354
+8% +$339K 1.5% 14
2020
Q4 		$3.94M Buy
30,996
+9,125
+42% +$1.02M 1.32% 19
2020
Q3 		$2.11M Buy
21,871
+6,866
+46% +$674K 0.88% 34
2020
Q2 		$1.41M Sell
15,005
-326
-2% -$30.9K 0.65% 49
2020
Q1 		$1.38M Sell
15,331
-594
-4% -$72.2K 0.85% 39
2019
Q4 		$2.22M Sell
15,925
-1,148
-7% -$147K 1.02% 24
2019
Q3 		$2.01M Sell
17,073
-2,510
-13% -$284K 1.01% 25
2019
Q2 		$2.19M Sell
19,583
-726
-4% -$80K 0.97% 22
2019
Q1 		$2.06M Sell
20,309
-67
-0.3% -$6.9K 0.95% 23
2018
Q4 		$1.99M Sell
20,376
-207
-1% -$22.1K 1.05% 20
2018
Q3 		$2.34M Sell
20,583
-778
-4% -$88.3K 1.07% 18
2018
Q2 		$2.23M Sell
21,361
-414
-2% -$45.4K 0.98% 21
2018
Q1 		$2.47M Sell
21,775
-1,040
-5% -$118K 1.14% 17
2017
Q4 		$2.48M Sell
22,815
-964
-4% -$97.6K 1.2% 15
2017
Q3 		$2.27M Sell
23,779
-130
-0.5% -$12K 1.18% 16
2017
Q2 		$2.22M Sell
23,909
-340
-1% -$29.3K 1.18% 16
2017
Q1 		$2.1M Buy
24,249
+3,068
+14% +$271K 1.1% 18
2016
Q4 		$1.67M Buy
+21,181
New +$1.62M 0.99% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

YorkBridge Wealth Partners's JPM Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its JPMorgan Chase (JPM) stake by 14% in Q4 2022, buying an estimated $445K and bringing the position to 28,040 shares worth $3.76M. The position accounts for 0.95% of the portfolio, ranked #24.

YorkBridge Wealth Partners first reported a position in JPM in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.01M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • YorkBridge Wealth Partners held 28,040 shares of JPMorgan Chase worth $3.76M as of Q4 2022.
  • YorkBridge Wealth Partners bought 3,512 JPMorgan Chase shares in Q4 2022, an estimated $445K.
  • JPMorgan Chase made up 0.95% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #24 holding.
  • YorkBridge Wealth Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's JPMorgan Chase position peaked at $6.01M in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.