Estate Counselors’s JPMorgan Chase JPM Stock Holding History

Estate Counselors’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
2022 Q4	–	Sell	-555	Closed	-$57K	–	167
2022 Q3	$57K	Hold	555	–	–	0.01%	132
2022 Q2	$62K	Hold	555	–	–	0.01%	132
2022 Q1	$75K	Hold	555	–	–	0.01%	132
2021 Q4	$87K	Hold	555	–	–	0.01%	133
2021 Q3	$90K	Hold	555	–	–	0.01%	145
2021 Q2	$86K	Hold	555	–	–	0.01%	140
2021 Q1	$84K	Hold	555	–	–	0.01%	136
2020 Q4	$71K	Sell	555 -4,495	-89%	-$502K	0.01%	116
2020 Q3	$486K	Buy	5,050 +555	+12%	+$54.5K	0.08%	93
2020 Q2	$422K	Buy	+4,495	New	+$426K	0.07%	105

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Estate Counselors's JPM Position: Q4 2022 in Review

Estate Counselors sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 555 shares — an estimated $57K sold.

Estate Counselors first reported a position in JPM in Q2 2020 and held it in 10 quarters. The position peaked at $486K in Q3 2020. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Estate Counselors reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 555 JPMorgan Chase shares in Q4 2022, an estimated $57K.
Estate Counselors first reported a position in JPMorgan Chase in Q2 2020 and held it in 10 quarters.
Estate Counselors's JPMorgan Chase position peaked at $486K in Q3 2020.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.