Hefty Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Hefty Wealth Partners’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 Q1	$25K	Hold	229	–	–	0.02%	163
2017 Q4	$24K	Hold	229	–	–	0.01%	161
2017 Q3	$22K	Hold	229	–	–	0.01%	159
2017 Q2	$20K	Hold	229	–	–	0.01%	150
2017 Q1	$20K	Sell	229 -425	-65%	-$37.5K	0.01%	151
2016 Q4	$56K	Sell	654 -17,020	-96%	-$1.3M	0.05%	112
2016 Q3	$1.18M	Buy	17,674 +17,020	+2,602%	+$1.11M	0.89%	33
2016 Q2	$40K	Buy	654 +104	+19%	+$6.5K	0.03%	116
2016 Q1	$32K	Sell	550 -22,636	-98%	-$1.32M	0.03%	121
2015 Q4	$1.53M	Buy	+23,186	New	+$1.51M	1.46%	19

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hefty Wealth Partners's JPM Position: Q1 2018 in Review

Hefty Wealth Partners held its JPMorgan Chase (JPM) position steady in Q1 2018 at 229 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #163.

Hefty Wealth Partners first reported a position in JPM in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2015. 2,446 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

Hefty Wealth Partners held 229 shares of JPMorgan Chase worth $25K as of Q1 2018.
Hefty Wealth Partners left its JPMorgan Chase share count unchanged in Q1 2018.
JPMorgan Chase made up 0.02% of Hefty Wealth Partners's portfolio in Q1 2018, its #163 holding.
Hefty Wealth Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's JPMorgan Chase position peaked at $1.53M in Q4 2015.
2,446 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.