KOMWMG
JPM icon

Kerntke Otto McGlone Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q3 		– Sell
-2,021
Closed -$314K – 90
2021
Q2 		$314K Buy
2,021
+404
+25% +$63.5K 0.13% 105
2021
Q1 		$246K Buy
+1,617
New +$233K 0.13% 111

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's JPM Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 2,021 shares — an estimated $314K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in JPM in Q1 2021 and held it in 2 quarters. The position peaked at $314K in Q2 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 2,021 JPMorgan Chase shares in Q3 2021, an estimated $314K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in JPMorgan Chase in Q1 2021 and held it in 2 quarters.
  • Kerntke Otto McGlone Wealth Management Group's JPMorgan Chase position peaked at $314K in Q2 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.