LWS Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

LWS Wealth Advisors’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	-1,916	Closed	-$267K	–	68
2019 Q4	$267K	Buy	+1,916	New	+$246K	0.14%	50

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

LWS Wealth Advisors's JPM Position: Q1 2020 in Review

LWS Wealth Advisors sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 1,916 shares — an estimated $267K sold.

LWS Wealth Advisors first reported a position in JPM in Q4 2019 and held it in 1 quarter. The position peaked at $267K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

LWS Wealth Advisors reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
LWS Wealth Advisors sold 1,916 JPMorgan Chase shares in Q1 2020, an estimated $267K.
LWS Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and held it in 1 quarter.
LWS Wealth Advisors's JPMorgan Chase position peaked at $267K in Q4 2019.
2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.