Hoover Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Hoover Financial 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
2021 Q2	$384K	Buy	2,471 +708	+40%	+$111K	0.07%	86
2021 Q1	$280K	Buy	1,763 +12	+0.7%	+$1.73K	0.05%	96
2020 Q4	$247K	Buy	+1,751	New	+$196K	0.06%	94
2020 Q3	–	Sell	-1,390	Closed	-$131K	–	335
2020 Q2	$131K	Buy	+1,390	New	+$132K	0.05%	117
2020 Q1	–	Sell	-1,482	Closed	-$207K	–	93
2019 Q4	$207K	Buy	+1,482	New	+$190K	0.1%	86

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Hoover Financial Advisors's JPM Position: Q2 2021 in Review

Hoover Financial Advisors increased its JPMorgan Chase (JPM) stake by 40% in Q2 2021, buying an estimated $111K and bringing the position to 2,471 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #86.

Hoover Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 5 quarters since. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Hoover Financial Advisors held 2,471 shares of JPMorgan Chase worth $384K as of Q2 2021.
Hoover Financial Advisors bought 708 JPMorgan Chase shares in Q2 2021, an estimated $111K.
JPMorgan Chase made up 0.07% of Hoover Financial Advisors's portfolio in Q2 2021, its #86 holding.
Hoover Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 5 quarters since.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.