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Affinia Financial Group’s JPMorgan Chase JPM Stock Holding History

Affinia Financial Group’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
Q2 		– Sell
-1,830
Closed -$258K – 37
2023
Q1 		$258K Buy
+1,830
New +$251K 0.19% 28
2022
Q4 		– Sell
-2,192
Closed -$227K – 33
2022
Q3 		$227K Sell
2,192
-48
-2% -$5.51K 0.26% 25
2022
Q2 		$256K Buy
2,240
+7
+0.3% +$867 0.22% 26
2022
Q1 		$294K Sell
2,233
-72
-3% -$10.6K 0.23% 22
2021
Q4 		$349K Sell
2,305
-286
-11% -$47K 0.23% 21
2021
Q3 		$443K Sell
2,591
-54
-2% -$8.47K 0.28% 19
2021
Q2 		$401K Sell
2,645
-85
-3% -$13.3K 0.24% 22
2021
Q1 		$439K Buy
+2,730
New +$393K 0.27% 16
2020
Q1 		– Sell
-2,063
Closed -$288K – 23
2019
Q4 		$288K Buy
+2,063
New +$265K 0.19% 15

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Affinia Financial Group's JPM Position: Q2 2023 in Review

Affinia Financial Group sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 1,830 shares — an estimated $258K sold.

Affinia Financial Group first reported a position in JPM in Q4 2019 and held it in 9 quarters. The position peaked at $443K in Q3 2021. 3,668 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Affinia Financial Group reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • Affinia Financial Group sold 1,830 JPMorgan Chase shares in Q2 2023, an estimated $258K.
  • Affinia Financial Group first reported a position in JPMorgan Chase in Q4 2019 and held it in 9 quarters.
  • Affinia Financial Group's JPMorgan Chase position peaked at $443K in Q3 2021.
  • 3,668 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.