FundX Investment Group’s JPMorgan Chase JPM Stock Holding History

FundX Investment 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
2020 Q1	–	Sell	-4,817	Closed	-$671K	–	57
2019 Q4	$671K	Hold	4,817	–	–	0.18%	41
2019 Q3	$567K	Hold	4,817	–	–	0.2%	30
2019 Q2	$539K	Hold	4,817	–	–	0.22%	34
2019 Q1	$488K	Hold	4,817	–	–	0.17%	38
2018 Q4	$470K	Hold	4,817	–	–	0.18%	39
2018 Q3	$544K	Hold	4,817	–	–	0.3%	27
2018 Q2	$502K	Hold	4,817	–	–	0.25%	28
2018 Q1	$530K	Hold	4,817	–	–	0.28%	28
2017 Q4	$515K	Hold	4,817	–	–	0.26%	30
2017 Q3	$460K	Hold	4,817	–	–	0.19%	25
2017 Q2	$440K	Hold	4,817	–	–	0.18%	28
2017 Q1	$423K	Hold	4,817	–	–	0.18%	38
2016 Q4	$416K	Hold	4,817	–	–	0.15%	35
2016 Q3	$321K	Buy	+4,817	New	+$314K	0.08%	42

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FundX Investment Group's JPM Position: Q1 2020 in Review

FundX Investment Group sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 4,817 shares — an estimated $671K sold.

FundX Investment Group first reported a position in JPM in Q3 2016 and held it in 14 quarters. The position peaked at $671K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

FundX Investment Group reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 4,817 JPMorgan Chase shares in Q1 2020, an estimated $671K.
FundX Investment Group first reported a position in JPMorgan Chase in Q3 2016 and held it in 14 quarters.
FundX Investment Group's JPMorgan Chase position peaked at $671K in Q4 2019.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.