Blue Chip Wealth Management’s JPMorgan Chase JPM Stock Holding History

Blue Chip 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 Q3	$2.52M	Sell	26,182 -30	-0.1%	-$2.95K	1.99%	11
2020 Q2	$2.46M	Buy	26,212 +1,596	+6%	+$151K	2.33%	8
2020 Q1	$2.22M	Sell	24,616 -2,626	-10%	-$319K	2.76%	6
2019 Q4	$3.8M	Buy	27,242 +333	+1%	+$42.7K	3.51%	4
2019 Q3	$3.17M	Buy	26,909 +150	+0.6%	+$17K	3.3%	4
2019 Q2	$2.99M	Sell	26,759 -145	-0.5%	-$16K	3.16%	4
2019 Q1	$2.72M	Sell	26,904 -294	-1%	-$30.3K	3.09%	4
2018 Q4	$2.65M	Buy	27,198 +233	+0.9%	+$24.8K	3.48%	4
2018 Q3	$3.04M	Sell	26,965 -717	-3%	-$81.4K	3.07%	5
2018 Q2	$2.88M	Buy	27,682 +1,511	+6%	+$166K	3.14%	5
2018 Q1	$2.88M	Buy	+26,171	New	+$2.96M	2.95%	5

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blue Chip Wealth Management's JPM Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.11% in Q3 2020, selling an estimated $2.95K and leaving 26,182 shares worth $2.52M. The position accounts for 1.99% of the portfolio, ranked #11.

Blue Chip Wealth Management first reported a position in JPM in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.8M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Blue Chip Wealth Management held 26,182 shares of JPMorgan Chase worth $2.52M as of Q3 2020.
Blue Chip Wealth Management sold 30 JPMorgan Chase shares in Q3 2020, an estimated $2.95K.
JPMorgan Chase made up 1.99% of Blue Chip Wealth Management's portfolio in Q3 2020, its #11 holding.
Blue Chip Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 11 quarters since.
Blue Chip Wealth Management's JPMorgan Chase position peaked at $3.8M in Q4 2019.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.