AWM
JPM icon

Argent Wealth Management’s JPMorgan Chase JPM Stock Holding History

Argent Wealth Management’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
2020
Q2 		$822K Sell
8,033
-745
-8% -$70.7K 0.14% 84
2020
Q1 		$785K Sell
8,778
-14
-0.2% -$1.7K 0.16% 77
2019
Q4 		$1.23M Buy
+8,792
New +$1.13M 0.21% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Argent Wealth Management's JPM Position: Q2 2020 in Review

Argent Wealth Management reduced its JPMorgan Chase (JPM) stake by 8.5% in Q2 2020, selling an estimated $70.7K and leaving 8,033 shares worth $822K. The position accounts for 0.14% of the portfolio, ranked #84.

Argent Wealth Management first reported a position in JPM in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2019. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Argent Wealth Management held 8,033 shares of JPMorgan Chase worth $822K as of Q2 2020.
  • Argent Wealth Management sold 745 JPMorgan Chase shares in Q2 2020, an estimated $70.7K.
  • JPMorgan Chase made up 0.14% of Argent Wealth Management's portfolio in Q2 2020, its #84 holding.
  • Argent Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's JPMorgan Chase position peaked at $1.23M in Q4 2019.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.