Castle Financial & Retirement Planning Associates’s JPMorgan Chase JPM Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$105K	Buy	+671	New	+$110K	0.36%	28

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's JPM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in JPMorgan Chase (JPM) in Q4 2021: 671 shares worth $105K. The stake represents 0.36% of the portfolio and ranks #28 among its holdings.

3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 671 shares of JPMorgan Chase worth $105K as of Q4 2021.
JPMorgan Chase was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
JPMorgan Chase made up 0.36% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #28 holding.
3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.