Asset Planning Services (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-550	Closed	-$65K	–	175
2019 Q3	$65K	Buy	550 +4	+0.7%	+$452	0.03%	121
2019 Q2	$61K	Buy	546 +4	+0.7%	+$441	0.03%	124
2019 Q1	$55K	Buy	542 +4	+0.7%	+$412	0.03%	124
2018 Q4	$53K	Hold	538	–	–	0.03%	120
2018 Q3	$60K	Buy	538 +7	+1%	+$795	0.03%	115
2018 Q2	$55K	Buy	531 +2	+0.4%	+$219	0.03%	121
2018 Q1	$58K	Buy	529 +3	+0.6%	+$340	0.03%	120
2017 Q4	$56K	Sell	526 -217	-29%	-$22K	0.03%	127
2017 Q3	$71K	Buy	743 +113	+18%	+$10.4K	0.04%	120
2017 Q2	$58K	Buy	630 +113	+22%	+$9.75K	0.04%	126
2017 Q1	$45K	Buy	+517	New	+$45.6K	0.03%	151

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Asset Planning Services (Pennsylvania)'s JPM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of JPMorgan Chase (JPM) in Q4 2019, closing a stake of 550 shares — an estimated $65K sold.

Asset Planning Services (Pennsylvania) first reported a position in JPM in Q1 2017 and held it in 11 quarters. The position peaked at $71K in Q3 2017. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining JPMorgan Chase position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 550 JPMorgan Chase shares in Q4 2019, an estimated $65K.
Asset Planning Services (Pennsylvania) first reported a position in JPMorgan Chase in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s JPMorgan Chase position peaked at $71K in Q3 2017.
2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.