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Financial Planners of Cleveland’s JPMorgan Chase JPM Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-1,758
Closed -$240K – 27
2022
Q1 		$240K Sell
1,758
-285
-14% -$42.1K 0.1% 50
2021
Q4 		$344K Buy
+2,043
New +$336K 0.14% 55

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Planners of Cleveland's JPM Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 1,758 shares — an estimated $240K sold.

Financial Planners of Cleveland first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $344K in Q4 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 1,758 JPMorgan Chase shares in Q2 2022, an estimated $240K.
  • Financial Planners of Cleveland first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's JPMorgan Chase position peaked at $344K in Q4 2021.
  • 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.