Aquire Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Aquire Wealth 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 Q1	–	Sell	-19	Closed	-$3K	–	139
2021 Q4	$3K	Buy	+19	New	+$3.12K	﹤0.01%	168

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Aquire Wealth Advisors's JPM Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 19 shares — an estimated $3K sold.

Aquire Wealth Advisors first reported a position in JPM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Aquire Wealth Advisors reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 19 JPMorgan Chase shares in Q1 2022, an estimated $3K.
Aquire Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's JPMorgan Chase position peaked at $3K in Q4 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.