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Epstein & White Financial’s JPMorgan Chase JPM Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-1,700
Closed -$261K – 97
2021
Q1 		$261K Buy
+1,700
New +$245K 0.08% 64
2019
Q4 		– Sell
-7,501
Closed -$884K – 79
2019
Q3 		$884K Buy
7,501
+2,283
+44% +$258K 0.43% 26
2019
Q2 		$575K Buy
+5,218
New +$575K 0.31% 38

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Epstein & White Financial's JPM Position: Q2 2021 in Review

Epstein & White Financial sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,700 shares — an estimated $261K sold.

Epstein & White Financial first reported a position in JPM in Q2 2019 and held it in 3 quarters. The position peaked at $884K in Q3 2019. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Epstein & White Financial reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
  • Epstein & White Financial sold 1,700 JPMorgan Chase shares in Q2 2021, an estimated $261K.
  • Epstein & White Financial first reported a position in JPMorgan Chase in Q2 2019 and held it in 3 quarters.
  • Epstein & White Financial's JPMorgan Chase position peaked at $884K in Q3 2019.
  • 3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.