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Freedman Financial Associates’s JPMorgan Chase JPM Stock Holding History

Freedman Financial Associates’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
-5,660
Closed -$769K – 223
2022
Q1 		$769K Hold
5,660
– – 0.53% 28
2021
Q4 		$896K Hold
5,660
– – 0.61% 24
2021
Q3 		$926K Buy
5,660
+154
+3% +$24.1K 0.68% 23
2021
Q2 		$856K Sell
5,506
-525
-9% -$82.5K 0.65% 24
2021
Q1 		$918K Sell
6,031
-175
-3% -$25.2K 0.76% 22
2020
Q4 		$789K Buy
+6,206
New +$694K 0.71% 20

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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

Freedman Financial Associates's JPM Position: Q2 2022 in Review

Freedman Financial Associates sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 5,660 shares — an estimated $769K sold.

Freedman Financial Associates first reported a position in JPM in Q4 2020 and held it in 6 quarters. The position peaked at $926K in Q3 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Freedman Financial Associates reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 5,660 JPMorgan Chase shares in Q2 2022, an estimated $769K.
  • Freedman Financial Associates first reported a position in JPMorgan Chase in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's JPMorgan Chase position peaked at $926K in Q3 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.