American Financial Network Advisory Services’s JPMorgan Chase JPM Stock Holding History

American Financial Network Advisory Services’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	–	Sell	-4,247	Closed	-$462K	–	117
2019 Q2	$462K	Sell	4,247 -928	-18%	-$102K	0.36%	79
2019 Q1	$515K	Sell	5,175 -796	-13%	-$82K	0.38%	75
2018 Q4	$583K	Buy	5,971 +605	+11%	+$64.5K	0.41%	76
2018 Q3	$605K	Buy	5,366 +5,345	+25,452%	+$607K	0.32%	93
2018 Q2	$606	Hold	21	–	–	0.33%	91
2018 Q1	$640	Sell	21 -7,376	-100%	-$835K	0.33%	86
2017 Q4	$791K	Sell	7,397 -1,811	-20%	-$183K	0.33%	104
2017 Q3	$879K	Buy	+9,208	New	+$849K	0.38%	86

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

American Financial Network Advisory Services's JPM Position: Q3 2019 in Review

American Financial Network Advisory Services sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 4,247 shares — an estimated $462K sold.

American Financial Network Advisory Services first reported a position in JPM in Q3 2017 and held it in 8 quarters. The position peaked at $879K in Q3 2017. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

American Financial Network Advisory Services reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
American Financial Network Advisory Services sold 4,247 JPMorgan Chase shares in Q3 2019, an estimated $462K.
American Financial Network Advisory Services first reported a position in JPMorgan Chase in Q3 2017 and held it in 8 quarters.
American Financial Network Advisory Services's JPMorgan Chase position peaked at $879K in Q3 2017.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.