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Kays Financial Advisory’s JPMorgan Chase JPM Stock Holding History

Kays Financial Advisory’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
2020
Q1 		– Sell
-837
Closed -$117K – 101
2019
Q4 		$117K Sell
837
-1,482
-64% -$190K 0.02% 95
2019
Q3 		$273K Sell
2,319
-279
-11% -$31.6K 0.05% 96
2019
Q2 		$290K Buy
2,598
+12
+0.5% +$1.32K 0.05% 94
2019
Q1 		$262K Buy
+2,586
New +$266K 0.05% 95
2018
Q1 		– Sell
-2,760
Closed -$296K – 80
2017
Q4 		$296K Buy
2,760
+67
+2% +$6.78K 0.09% 72
2017
Q3 		$257K Buy
+2,693
New +$248K 0.08% 71

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kays Financial Advisory's JPM Position: Q1 2020 in Review

Kays Financial Advisory sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 837 shares — an estimated $117K sold.

Kays Financial Advisory first reported a position in JPM in Q3 2017 and held it in 6 quarters. The position peaked at $296K in Q4 2017. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Kays Financial Advisory reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Kays Financial Advisory sold 837 JPMorgan Chase shares in Q1 2020, an estimated $117K.
  • Kays Financial Advisory first reported a position in JPMorgan Chase in Q3 2017 and held it in 6 quarters.
  • Kays Financial Advisory's JPMorgan Chase position peaked at $296K in Q4 2017.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Kays Financial Advisory's 13F filing for Q1 2020, filed 7 May 2020.