Fullen Financial Group’s JPMorgan Chase JPM Stock Holding History

Fullen 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
2023 Q1	$856K	Sell	6,195 -819	-12%	-$112K	0.46%	35
2022 Q4	$982K	Buy	7,014 +49	+0.7%	+$6.21K	0.56%	31
2022 Q3	$877K	Buy	6,965 +110	+2%	+$12.6K	0.56%	30
2022 Q2	$772K	Buy	6,855 +307	+5%	+$38K	0.5%	33
2022 Q1	$893K	Buy	6,548 +245	+4%	+$36.2K	0.52%	33
2021 Q4	$998K	Hold	6,303	–	–	0.56%	32
2021 Q3	$1M	Sell	6,303 -197	-3%	-$30.9K	0.57%	31
2021 Q2	$1.01M	Buy	6,500 +661	+11%	+$104K	0.6%	31
2021 Q1	$889K	Sell	5,839 -687	-11%	-$98.8K	0.57%	33
2020 Q4	$829K	Sell	6,526 -1,140	-15%	-$127K	0.56%	32
2020 Q3	$738K	Hold	7,666	–	–	0.56%	32
2020 Q2	$721K	Buy	+7,666	New	+$727K	0.6%	31

Other funds holding JPM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fullen Financial Group's JPM Position: Q1 2023 in Review

Fullen Financial Group reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2023, selling an estimated $112K and leaving 6,195 shares worth $856K. The position accounts for 0.46% of the portfolio, ranked #35.

Fullen Financial Group first reported a position in JPM in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Fullen Financial Group held 6,195 shares of JPMorgan Chase worth $856K as of Q1 2023.
Fullen Financial Group sold 819 JPMorgan Chase shares in Q1 2023, an estimated $112K.
JPMorgan Chase made up 0.46% of Fullen Financial Group's portfolio in Q1 2023, its #35 holding.
Fullen Financial Group first reported a position in JPMorgan Chase in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's JPMorgan Chase position peaked at $1.01M in Q2 2021.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.