Jentner Corp’s JPMorgan Chase JPM Stock Holding History

Jentner Corp’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 Q1	–	Sell	-3,095	Closed	-$393K	–	30
2020 Q4	$393K	Sell	3,095 -51	-2%	-$5.7K	0.39%	20
2020 Q3	$303K	Hold	3,146	–	–	0.33%	21
2020 Q2	$296K	Hold	3,146	–	–	0.34%	23
2020 Q1	$283K	Buy	3,146 +46	+1%	+$5.59K	0.37%	22
2019 Q4	$432K	Sell	3,100 -367	-11%	-$47.1K	0.45%	20
2019 Q3	$408K	Buy	3,467 +367	+12%	+$41.5K	0.33%	22
2019 Q2	$347K	Sell	3,100 -112	-3%	-$12.3K	0.29%	24
2019 Q1	$325K	Hold	3,212	–	–	0.27%	22
2018 Q4	$314K	Hold	3,212	–	–	0.29%	22
2018 Q3	$362K	Hold	3,212	–	–	0.3%	21
2018 Q2	$335K	Hold	3,212	–	–	0.28%	20
2018 Q1	$353K	Hold	3,212	–	–	0.31%	20
2017 Q4	$346K	Hold	3,212	–	–	0.3%	19
2017 Q3	$307K	Hold	3,212	–	–	0.28%	22
2017 Q2	$294K	Hold	3,212	–	–	0.28%	22
2017 Q1	$282K	Buy	3,212 +275	+9%	+$24.3K	0.27%	21
2016 Q4	$253K	Buy	+2,937	New	+$224K	0.26%	22

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Jentner Corp's JPM Position: Q1 2021 in Review

Jentner Corp sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 3,095 shares — an estimated $393K sold.

Jentner Corp first reported a position in JPM in Q4 2016 and held it in 17 quarters. The position peaked at $432K in Q4 2019. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Jentner Corp reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
Jentner Corp sold 3,095 JPMorgan Chase shares in Q1 2021, an estimated $393K.
Jentner Corp first reported a position in JPMorgan Chase in Q4 2016 and held it in 17 quarters.
Jentner Corp's JPMorgan Chase position peaked at $432K in Q4 2019.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Jentner Corp's 13F filing for Q1 2021, filed 13 May 2021.