20/20 Capital Management’s JPMorgan Chase JPM Stock Holding History

20/20 Capital 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
2021 Q2	$344K	Buy	2,209 +312	+16%	+$49K	0.09%	128
2021 Q1	$289K	Hold	1,897	–	–	0.08%	132
2020 Q4	$254K	Buy	+1,897	New	+$212K	0.07%	145
2020 Q3	–	Sell	-2,107	Closed	-$209K	–	155
2020 Q2	$209K	Sell	2,107 -765	-27%	-$72.6K	0.08%	132
2020 Q1	$262K	Buy	2,872 +1,080	+60%	+$131K	0.12%	120
2019 Q4	$247K	Buy	+1,792	New	+$230K	0.1%	130

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

20/20 Capital Management's JPM Position: Q2 2021 in Review

20/20 Capital Management increased its JPMorgan Chase (JPM) stake by 16% in Q2 2021, buying an estimated $49K and bringing the position to 2,209 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #128.

20/20 Capital Management first reported a position in JPM in Q4 2019 and has held it in 6 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

20/20 Capital Management held 2,209 shares of JPMorgan Chase worth $344K as of Q2 2021.
20/20 Capital Management bought 312 JPMorgan Chase shares in Q2 2021, an estimated $49K.
JPMorgan Chase made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #128 holding.
20/20 Capital Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 6 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.