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Harvest Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Harvest Group 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
2020
Q4 		– Sell
-300
Closed -$29K – 746
2020
Q3 		$29K Buy
+300
New +$29.5K 0.02% 129

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Harvest Group Wealth Management's JPM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 2,119 shares — an estimated $269K sold.

Harvest Group Wealth Management first reported a position in JPM in Q4 2017 and held it in 13 quarters. The position peaked at $1.46M in Q1 2018. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 2,119 JPMorgan Chase shares in Q1 2021, an estimated $269K.
  • Harvest Group Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 13 quarters.
  • Harvest Group Wealth Management's JPMorgan Chase position peaked at $1.46M in Q1 2018.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.