Midwest Wealth Management’s JPMorgan Chase JPM Stock Holding History

Midwest Wealth Management’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
2022 Q1	$2.13M	Buy	15,657 +696	+5%	+$103K	1.3%	28
2021 Q4	$2.37M	Buy	14,961 +626	+4%	+$103K	1.48%	22
2021 Q3	$2.35M	Buy	14,335 +619	+5%	+$97K	1.61%	16
2021 Q2	$2.13M	Sell	13,716 -140	-1%	-$22K	1.52%	20
2021 Q1	$2.11M	Buy	13,856 +886	+7%	+$127K	1.71%	16
2020 Q4	$1.65M	Buy	+12,970	New	+$1.45M	1.51%	21

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Midwest Wealth Management's JPM Position: Q1 2022 in Review

Midwest Wealth Management increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2022, buying an estimated $103K and bringing the position to 15,657 shares worth $2.13M. The position accounts for 1.3% of the portfolio, ranked #28.

Midwest Wealth Management first reported a position in JPM in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.37M in Q4 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Midwest Wealth Management held 15,657 shares of JPMorgan Chase worth $2.13M as of Q1 2022.
Midwest Wealth Management bought 696 JPMorgan Chase shares in Q1 2022, an estimated $103K.
JPMorgan Chase made up 1.3% of Midwest Wealth Management's portfolio in Q1 2022, its #28 holding.
Midwest Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's JPMorgan Chase position peaked at $2.37M in Q4 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.