MIG
JPM icon

McGuire Investment Group’s JPMorgan Chase JPM Stock Holding History

McGuire Investment 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
Q4 		– Sell
-1,432
Closed -$234K – 125
2021
Q3 		$234K Buy
1,432
+17
+1% +$2.67K 0.04% 112
2021
Q2 		$220K Sell
1,415
-16
-1% -$2.51K 0.04% 112
2021
Q1 		$218K Buy
+1,431
New +$206K 0.05% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

McGuire Investment Group's JPM Position: Q4 2021 in Review

McGuire Investment Group sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 1,432 shares — an estimated $234K sold.

McGuire Investment Group first reported a position in JPM in Q1 2021 and held it in 3 quarters. The position peaked at $234K in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • McGuire Investment Group reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
  • McGuire Investment Group sold 1,432 JPMorgan Chase shares in Q4 2021, an estimated $234K.
  • McGuire Investment Group first reported a position in JPMorgan Chase in Q1 2021 and held it in 3 quarters.
  • McGuire Investment Group's JPMorgan Chase position peaked at $234K in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on McGuire Investment Group's 13F filing for Q4 2021, filed 13 Jan 2022.