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Ford Financial Group’s JPMorgan Chase JPM Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-1,068
Closed -$169 – 312
2021
Q4 		$169 Buy
+1,068
New +$175K 0.03% 114
2021
Q3 		– Sell
-1,064
Closed -$165K – 325
2021
Q2 		$165K Buy
+1,064
New +$167K 0.06% 120
2021
Q1 		– Sell
-11,295
Closed -$1.44M – 103
2020
Q4 		$1.44M Buy
11,295
+91
+0.8% +$10.2K 0.68% 29
2020
Q3 		$1.08M Sell
11,204
-4,843
-30% -$476K 0.59% 31
2020
Q2 		$1.51M Hold
16,047
– – 0.84% 24
2020
Q1 		$1.44M Sell
16,047
-352
-2% -$42.8K 0.96% 21
2019
Q4 		$2.29M Buy
16,399
+375
+2% +$48.1K 1.32% 14
2019
Q3 		$1.89M Buy
16,024
+77
+0.5% +$8.71K 1.2% 15
2019
Q2 		$1.78M Sell
15,947
-78
-0.5% -$8.6K 1.21% 16
2019
Q1 		$1.62M Sell
16,025
-3
-0% -$309 1.16% 17
2018
Q4 		$1.56M Buy
+16,028
New +$1.71M 1.18% 16
2018
Q1 		– Sell
-234
Closed -$25K – 216
2017
Q4 		$25K Buy
+234
New +$23.7K 0.02% 134

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Ford Financial Group's JPM Position: Q1 2022 in Review

Ford Financial Group sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,068 shares — an estimated $169 sold.

Ford Financial Group first reported a position in JPM in Q4 2017 and held it in 12 quarters. The position peaked at $2.29M in Q4 2019. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Ford Financial Group reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 1,068 JPMorgan Chase shares in Q1 2022, an estimated $169.
  • Ford Financial Group first reported a position in JPMorgan Chase in Q4 2017 and held it in 12 quarters.
  • Ford Financial Group's JPMorgan Chase position peaked at $2.29M in Q4 2019.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.