Holloway Wealth Management’s JPMorgan Chase JPM Stock Holding History

Holloway 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
2022 Q1	–	Hold	0	–	–	–	93
2021 Q4	–	Hold	0	–	–	–	109
2021 Q3	–	Hold	0	–	–	–	106
2021 Q2	–	Hold	0	–	–	–	107
2021 Q1	–	Hold	0	–	–	–	97
2020 Q4	–	Hold	0	–	–	–	88
2020 Q3	–	Hold	0	–	–	–	97
2020 Q2	–	Hold	0	–	–	–	82
2020 Q1	–	Hold	0	–	–	–	79
2019 Q4	–	Hold	0	–	–	–	70
2019 Q3	–	Hold	0	–	–	–	153
2019 Q2	–	Hold	0	–	–	–	207
2019 Q1	–	Hold	0	–	–	–	166
2018 Q4	–	Hold	0	–	–	–	133
2018 Q3	–	Hold	0	–	–	–	153
2018 Q2	–	Hold	0	–	–	–	156
2018 Q1	–	Hold	0	–	–	–	136
2017 Q4	–	Hold	0	–	–	–	133
2017 Q3	–	Hold	0	–	–	–	141
2017 Q2	–	Hold	0	–	–	–	153
2017 Q1	–	Hold	0	–	–	–	151
2016 Q4	–	Hold	0	–	–	–	160

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Geode Capital Management

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return