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LifePlan Financial Group’s JPMorgan Chase JPM Stock Holding History

LifePlan Financial 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
2020
Q3 		$594K Buy
6,171
+82
+1% +$8.05K 0.26% 69
2020
Q2 		$573K Sell
6,089
-122
-2% -$11.6K 0.26% 70
2020
Q1 		$559K Hold
6,211
– – 0.3% 63
2019
Q4 		$866K Sell
6,211
-73
-1% -$9.36K 0.39% 52
2019
Q3 		$740K Sell
6,284
-112
-2% -$12.7K 0.35% 53
2019
Q2 		$715K Hold
6,396
– – 0.34% 53
2019
Q1 		$647K Sell
6,396
-69
-1% -$7.11K 0.35% 54
2018
Q4 		$631K Sell
6,465
-845
-12% -$90K 0.39% 49
2018
Q3 		$825K Sell
7,310
-77
-1% -$8.74K 0.45% 46
2018
Q2 		$770K Sell
7,387
-55
-0.7% -$6.03K 0.43% 48
2018
Q1 		$818K Sell
7,442
-34
-0.5% -$3.85K 0.48% 46
2017
Q4 		$714K Hold
7,476
– – 0.45% 43
2017
Q3 		$714K Buy
7,476
+77
+1% +$7.1K 0.45% 43
2017
Q2 		$676K Hold
7,399
– – 0.46% 47
2017
Q1 		$650K Sell
7,399
-196
-3% -$17.3K 0.45% 53
2016
Q4 		$655K Sell
7,595
-178
-2% -$13.6K 0.46% 63
2016
Q3 		$518K Hold
7,773
– – 0.36% 56
2016
Q2 		$483K Hold
7,773
– – 0.33% 52
2016
Q1 		$460K Sell
7,773
-504
-6% -$29.4K 0.33% 53
2015
Q4 		$547K Sell
8,277
-72
-0.9% -$4.69K 0.39% 48
2015
Q3 		$509K Sell
8,349
-293
-3% -$19.2K 0.37% 48
2015
Q2 		$586K Hold
8,642
– – 0.39% 57
2015
Q1 		$524K Hold
8,642
– – 0.35% 38
2014
Q4 		$541K Sell
8,642
-99
-1% -$5.96K 0.36% 38
2014
Q3 		$527K Sell
8,741
-239
-3% -$14K 0.45% 37
2014
Q2 		$517K Hold
8,980
– – 0.37% 39
2014
Q1 		$545K Hold
8,980
– – 0.43% 35
2013
Q4 		$525K Hold
8,980
– – 0.36% 35
2013
Q3 		$464K Sell
8,980
-400
-4% -$21.5K 0.38% 31
2013
Q2 		$495K Buy
+9,380
New +$477K 0.55% 28

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Financial Group's JPM Position: Q3 2020 in Review

LifePlan Financial Group increased its JPMorgan Chase (JPM) stake by 1.3% in Q3 2020, buying an estimated $8.05K and bringing the position to 6,171 shares worth $594K. The position accounts for 0.26% of the portfolio, ranked #69.

LifePlan Financial Group first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $866K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • LifePlan Financial Group held 6,171 shares of JPMorgan Chase worth $594K as of Q3 2020.
  • LifePlan Financial Group bought 82 JPMorgan Chase shares in Q3 2020, an estimated $8.05K.
  • JPMorgan Chase made up 0.26% of LifePlan Financial Group's portfolio in Q3 2020, its #69 holding.
  • LifePlan Financial Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's JPMorgan Chase position peaked at $866K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.