Guidant Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Guidant Wealth Advisors’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
2018 Q4	–	Sell	-22	Closed	-$2K	–	268
2018 Q3	$2K	Buy	+22	New	+$2.5K	﹤0.01%	183
2018 Q2	–	Sell	-38	Closed	-$4K	–	261
2018 Q1	$4K	Buy	+38	New	+$4.3K	﹤0.01%	172
2017 Q4	–	Sell	-374	Closed	-$36K	–	199
2017 Q3	$36K	Hold	374	–	–	0.03%	85
2017 Q2	$34K	Buy	+374	New	+$32.3K	0.02%	127

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Guidant Wealth Advisors's JPM Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of JPMorgan Chase (JPM) in Q4 2018, closing a stake of 22 shares — an estimated $2K sold.

Guidant Wealth Advisors first reported a position in JPM in Q2 2017 and held it in 4 quarters. The position peaked at $36K in Q3 2017. 2,596 funds tracked by Wall St. Rank hold JPM as of Q4 2018.

Guidant Wealth Advisors reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 22 JPMorgan Chase shares in Q4 2018, an estimated $2K.
Guidant Wealth Advisors first reported a position in JPMorgan Chase in Q2 2017 and held it in 4 quarters.
Guidant Wealth Advisors's JPMorgan Chase position peaked at $36K in Q3 2017.
2,596 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.