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Deane Retirement Strategies’s JPMorgan Chase JPM Stock Holding History

Deane Retirement Strategies’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
2026
Q2 		$2.71M Buy
+8,280
New +$2.57M 1.15% 33
2025
Q3 		– Sell
-10,346
Closed -$3M – 77
2025
Q2 		$3M Buy
10,346
+195
+2% +$49.8K 1.34% 31
2025
Q1 		$2.49M Buy
10,151
+361
+4% +$92K 1.19% 29
2024
Q4 		$2.35M Buy
+9,790
New +$2.28M 1.18% 36
2022
Q1 		– Sell
-11,696
Closed -$1.85M – 56
2021
Q4 		$1.85M Buy
+11,696
New +$1.92M 0.98% 27
2019
Q1 		– Sell
-1
Closed – – 55
2018
Q4 		$0 Sell
1
-17,226
-100% -$1.84M ﹤0.01% 60
2018
Q3 		$1.94M Sell
17,227
-129
-0.7% -$14.6K 1.75% 21
2018
Q2 		$1.81M Buy
17,356
+369
+2% +$40.5K 1.72% 27
2018
Q1 		$1.87M Buy
16,987
+109
+0.6% +$12.3K 1.91% 16
2017
Q4 		$1.8M Sell
16,878
-477
-3% -$48.3K 1.68% 18
2017
Q3 		$1.66M Sell
17,355
-133
-0.8% -$12.3K 1.6% 23
2017
Q2 		$1.6M Buy
+17,488
New +$1.51M 1.28% 23

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM