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American Economic Planning Group’s JPMorgan Chase JPM Stock Holding History

American Economic Planning 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
2019
Q3 		$1.41M Sell
12,059
-224
-2% -$25.3K 0.38% 23
2019
Q2 		$1.37M Buy
12,283
+77
+0.6% +$8.49K 0.41% 23
2019
Q1 		$1.24M Sell
12,206
-217
-2% -$22.4K 0.39% 26
2018
Q4 		$1.21M Sell
12,423
-238
-2% -$25.4K 0.39% 24
2018
Q3 		$1.43M Sell
12,661
-379
-3% -$43K 0.51% 19
2018
Q2 		$1.36M Buy
13,040
+119
+0.9% +$13.1K 0.5% 19
2018
Q1 		$1.42M Sell
12,921
-964
-7% -$109K 0.52% 17
2017
Q4 		$1.49M Sell
13,885
-35
-0.3% -$3.54K 0.55% 16
2017
Q3 		$1.33M Buy
13,920
+279
+2% +$25.7K 0.5% 15
2017
Q2 		$1.25M Buy
13,641
+9
+0.1% +$777 0.49% 14
2017
Q1 		$1.2M Buy
13,632
+336
+3% +$29.6K 0.48% 15
2016
Q4 		$1.15M Sell
13,296
-1,385
-9% -$106K 0.49% 16
2016
Q3 		$978K Buy
14,681
+12
+0.1% +$782 0.39% 19
2016
Q2 		$912K Sell
14,669
-410
-3% -$25.6K 0.37% 19
2016
Q1 		$893K Buy
15,079
+779
+5% +$45.5K 0.36% 21
2015
Q4 		$944K Sell
14,300
-471
-3% -$30.7K 0.37% 18
2015
Q3 		$901K Buy
14,771
+1,017
+7% +$66.6K 0.4% 16
2015
Q2 		$932K Sell
13,754
-441
-3% -$28.8K 0.38% 18
2015
Q1 		$860K Sell
14,195
-8
-0.1% -$474 0.33% 19
2014
Q4 		$889K Buy
14,203
+12
+0.1% +$722 0.34% 19
2014
Q3 		$855K Sell
14,191
-508
-3% -$29.7K 0.34% 18
2014
Q2 		$847K Buy
+14,699
New +$826K 0.31% 17

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Economic Planning Group's JPM Position: Q3 2019 in Review

American Economic Planning Group reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2019, selling an estimated $25.3K and leaving 12,059 shares worth $1.41M. The position accounts for 0.38% of the portfolio, ranked #23.

American Economic Planning Group first reported a position in JPM in Q2 2014 and has held it in 22 quarters since. The position peaked at $1.49M in Q4 2017. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • American Economic Planning Group held 12,059 shares of JPMorgan Chase worth $1.41M as of Q3 2019.
  • American Economic Planning Group sold 224 JPMorgan Chase shares in Q3 2019, an estimated $25.3K.
  • JPMorgan Chase made up 0.38% of American Economic Planning Group's portfolio in Q3 2019, its #23 holding.
  • American Economic Planning Group first reported a position in JPMorgan Chase in Q2 2014 and has held it in 22 quarters since.
  • American Economic Planning Group's JPMorgan Chase position peaked at $1.49M in Q4 2017.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.