Clear Perspectives Financial Planning’s JPMorgan Chase JPM Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$24.2K	Hold	186	–	–	0.01%	103
2022 Q4	$24.9K	Hold	186	–	–	0.01%	113
2022 Q3	$19K	Sell	186 -25	-12%	-$2.87K	0.01%	125
2022 Q2	$24K	Buy	211 +36	+21%	+$4.46K	0.01%	118
2022 Q1	$24K	Hold	175	–	–	0.01%	132
2021 Q4	$28K	Hold	175	–	–	0.01%	130
2021 Q3	$29K	Hold	175	–	–	0.01%	122
2021 Q2	$27K	Hold	175	–	–	0.01%	125
2021 Q1	$27K	Hold	175	–	–	0.02%	115
2020 Q4	$22K	Buy	+175	New	+$19.6K	0.01%	117

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Clear Perspectives Financial Planning's JPM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its JPMorgan Chase (JPM) position steady in Q1 2023 at 186 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #103.

Clear Perspectives Financial Planning first reported a position in JPM in Q4 2020 and has held it in 10 quarters since. The position peaked at $29K in Q3 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Clear Perspectives Financial Planning held 186 shares of JPMorgan Chase worth $24.2K as of Q1 2023.
Clear Perspectives Financial Planning left its JPMorgan Chase share count unchanged in Q1 2023.
JPMorgan Chase made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #103 holding.
Clear Perspectives Financial Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's JPMorgan Chase position peaked at $29K in Q3 2021.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.