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MilWealth Group’s JPMorgan Chase JPM Stock Holding History

MilWealth 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
2022
Q2 		– Sell
-173
Closed -$23.6K – 77
2022
Q1 		$23.6K Hold
173
– – 0.01% 53
2021
Q4 		$27.4K Hold
173
– – 0.01% 52
2021
Q3 		$28.3K Buy
+173
New +$27.1K 0.01% 50

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MilWealth Group's JPM Position: Q2 2022 in Review

MilWealth Group sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 173 shares — an estimated $23.6K sold.

MilWealth Group first reported a position in JPM in Q3 2021 and held it in 3 quarters. The position peaked at $28.3K in Q3 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • MilWealth Group reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • MilWealth Group sold 173 JPMorgan Chase shares in Q2 2022, an estimated $23.6K.
  • MilWealth Group first reported a position in JPMorgan Chase in Q3 2021 and held it in 3 quarters.
  • MilWealth Group's JPMorgan Chase position peaked at $28.3K in Q3 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on MilWealth Group's 13F filing for Q2 2022, filed 9 May 2023.