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Laurel Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-125
Closed -$16.8K – 129
2022
Q4 		$16.8K Sell
125
-127
-50% -$16.1K 0.01% 137
2022
Q3 		$26K Sell
252
-23
-8% -$2.64K 0.02% 119
2022
Q2 		$31K Buy
275
+23
+9% +$2.85K 0.02% 123
2022
Q1 		$34K Hold
252
– – 0.02% 134
2021
Q4 		$40K Hold
252
– – 0.03% 94
2021
Q3 		$41K Buy
252
+125
+98% +$19.6K 0.03% 93
2021
Q2 		$20K Hold
127
– – 0.02% 80
2021
Q1 		$19K Hold
127
– – 0.02% 78
2020
Q4 		$16K Buy
+127
New +$14.2K 0.02% 73

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Planning's JPM Position: Q1 2023 in Review

Laurel Wealth Planning sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 125 shares — an estimated $16.8K sold.

Laurel Wealth Planning first reported a position in JPM in Q4 2020 and held it in 9 quarters. The position peaked at $41K in Q3 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Laurel Wealth Planning reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 125 JPMorgan Chase shares in Q1 2023, an estimated $16.8K.
  • Laurel Wealth Planning first reported a position in JPMorgan Chase in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's JPMorgan Chase position peaked at $41K in Q3 2021.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.