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MKD Wealth Coaches’s JPMorgan Chase JPM Stock Holding History

MKD Wealth Coaches’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
-1,773
Closed -$247K – 49
2019
Q4 		$247K Hold
1,773
– – 0.21% 49
2019
Q3 		$209K Hold
1,773
– – 0.22% 46
2019
Q2 		$198K Hold
1,773
– – 0.18% 47
2019
Q1 		$179K Buy
1,773
+9
+0.5% +$927 0.18% 46
2018
Q4 		$172K Buy
+1,764
New +$188K 0.2% 52

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

MKD Wealth Coaches's JPM Position: Q1 2020 in Review

MKD Wealth Coaches sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 1,773 shares — an estimated $247K sold.

MKD Wealth Coaches first reported a position in JPM in Q4 2018 and held it in 5 quarters. The position peaked at $247K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • MKD Wealth Coaches reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • MKD Wealth Coaches sold 1,773 JPMorgan Chase shares in Q1 2020, an estimated $247K.
  • MKD Wealth Coaches first reported a position in JPMorgan Chase in Q4 2018 and held it in 5 quarters.
  • MKD Wealth Coaches's JPMorgan Chase position peaked at $247K in Q4 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.