FWM
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ForthRight Wealth Management’s JPMorgan Chase JPM Stock Holding History

ForthRight 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
Q1 		– Sell
-675
Closed -$86K – 114
2020
Q4 		$86K Buy
+675
New +$75.4K 0.07% 50

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Capital World Investors
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Bank of America
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ForthRight Wealth Management's JPM Position: Q1 2021 in Review

ForthRight Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 675 shares — an estimated $86K sold.

ForthRight Wealth Management first reported a position in JPM in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • ForthRight Wealth Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 675 JPMorgan Chase shares in Q1 2021, an estimated $86K.
  • ForthRight Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's JPMorgan Chase position peaked at $86K in Q4 2020.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.