Filbrandt Wealth Management’s JPMorgan Chase JPM Stock Holding History

Filbrandt 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 Q3	$641K	Buy	3,914 +24	+0.6%	+$3.76K	0.37%	15
2021 Q2	$605K	Sell	3,890 -1	-0%	-$157	0.34%	17
2021 Q1	$592K	Buy	3,891 +26	+0.7%	+$3.74K	0.36%	17
2020 Q4	$491K	Sell	3,865 -600	-13%	-$67.1K	0.31%	17
2020 Q3	$430K	Buy	4,465 +265	+6%	+$26K	0.34%	17
2020 Q2	$395K	Buy	4,200 +289	+7%	+$27.4K	0.31%	20
2020 Q1	$352K	Buy	3,911 +102	+3%	+$12.4K	0.39%	13
2019 Q4	$530K	Buy	+3,809	New	+$489K	0.47%	13

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Filbrandt Wealth Management's JPM Position: Q3 2021 in Review

Filbrandt Wealth Management increased its JPMorgan Chase (JPM) stake by 0.62% in Q3 2021, buying an estimated $3.76K and bringing the position to 3,914 shares worth $641K. The position accounts for 0.37% of the portfolio, ranked #15.

Filbrandt Wealth Management first reported a position in JPM in Q4 2019 and has held it in 8 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Filbrandt Wealth Management held 3,914 shares of JPMorgan Chase worth $641K as of Q3 2021.
Filbrandt Wealth Management bought 24 JPMorgan Chase shares in Q3 2021, an estimated $3.76K.
JPMorgan Chase made up 0.37% of Filbrandt Wealth Management's portfolio in Q3 2021, its #15 holding.
Filbrandt Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 8 quarters since.
3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.