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Intelligent Financial Strategies’s JPMorgan Chase JPM Stock Holding History

Intelligent Financial Strategies’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
Q2 		– Sell
-101
Closed -$14K – 104
2022
Q1 		$14K Buy
101
+1
+1% +$148 0.01% 101
2021
Q4 		$16K Buy
+100
New +$16.4K 0.01% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intelligent Financial Strategies's JPM Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 101 shares — an estimated $14K sold.

Intelligent Financial Strategies first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 101 JPMorgan Chase shares in Q2 2022, an estimated $14K.
  • Intelligent Financial Strategies first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's JPMorgan Chase position peaked at $16K in Q4 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.