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Essex Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Essex Private Wealth Management’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 		– Sell
-1,436
Closed -$235K – 66
2021
Q3 		$235K Buy
1,436
+82
+6% +$12.9K 0.21% 62
2021
Q2 		$211K Hold
1,354
– – 0.19% 62
2021
Q1 		$206K Buy
+1,354
New +$195K 0.2% 64

Other funds holding JPM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Essex Private Wealth Management's JPM Position: Q4 2021 in Review

Essex Private Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 1,436 shares — an estimated $235K sold.

Essex Private Wealth Management first reported a position in JPM in Q1 2021 and held it in 3 quarters. The position peaked at $235K in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Essex Private Wealth Management reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
  • Essex Private Wealth Management sold 1,436 JPMorgan Chase shares in Q4 2021, an estimated $235K.
  • Essex Private Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 3 quarters.
  • Essex Private Wealth Management's JPMorgan Chase position peaked at $235K in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Essex Private Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.