DWM Financial Group’s JPMorgan Chase JPM Stock Holding History

DWM Financial Group’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 Q2	–	Sell	-4,567	Closed	-$411K	–	28
2020 Q1	$411K	Buy	+4,567	New	+$555K	0.9%	18

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

DWM Financial Group's JPM Position: Q2 2020 in Review

DWM Financial Group sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 4,567 shares — an estimated $411K sold.

DWM Financial Group first reported a position in JPM in Q1 2020 and held it in 1 quarter. The position peaked at $411K in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

DWM Financial Group reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
DWM Financial Group sold 4,567 JPMorgan Chase shares in Q2 2020, an estimated $411K.
DWM Financial Group first reported a position in JPMorgan Chase in Q1 2020 and held it in 1 quarter.
DWM Financial Group's JPMorgan Chase position peaked at $411K in Q1 2020.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.