AllGen Financial Advisors’s JPMorgan Chase JPM Stock Holding History

AllGen 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 Q4	–	Sell	-12,309	Closed	-$1.29M	–	41
2022 Q3	$1.29M	Sell	12,309 -13,950	-53%	-$1.6M	1%	27
2022 Q2	$2.96M	Buy	26,259 +1,172	+5%	+$145K	2.43%	12
2022 Q1	$3.42M	Buy	25,087 +1,284	+5%	+$190K	2.86%	9
2021 Q4	$3.77M	Buy	23,803 +1,719	+8%	+$282K	2.79%	11
2021 Q3	$3.61M	Buy	22,084 +4,404	+25%	+$690K	2.95%	9
2021 Q2	$2.75M	Sell	17,680 -42,089	-70%	-$6.61M	2.11%	11
2021 Q1	$4.2M	Buy	59,769 +38,655	+183%	+$5.56M	3.43%	8
2020 Q4	$2.68M	Buy	+21,114	New	+$2.36M	2.49%	10

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllGen Financial Advisors's JPM Position: Q4 2022 in Review

AllGen Financial Advisors sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 12,309 shares — an estimated $1.29M sold.

AllGen Financial Advisors first reported a position in JPM in Q4 2020 and held it in 8 quarters. The position peaked at $4.2M in Q1 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

AllGen Financial Advisors reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
AllGen Financial Advisors sold 12,309 JPMorgan Chase shares in Q4 2022, an estimated $1.29M.
AllGen Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 8 quarters.
AllGen Financial Advisors's JPMorgan Chase position peaked at $4.2M in Q1 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on AllGen Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.