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MorganRosel Wealth Management’s JPMorgan Chase JPM Stock Holding History

MorganRosel 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
2019
Q2 		– Sell
-7,346
Closed -$744K – 75
2019
Q1 		$744K Buy
7,346
+1,332
+22% +$137K 0.63% 44
2018
Q4 		$587K Buy
+6,014
New +$641K 0.61% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's JPM Position: Q2 2019 in Review

MorganRosel Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 7,346 shares — an estimated $744K sold.

MorganRosel Wealth Management first reported a position in JPM in Q4 2018 and held it in 2 quarters. The position peaked at $744K in Q1 2019. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • MorganRosel Wealth Management reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,346 JPMorgan Chase shares in Q2 2019, an estimated $744K.
  • MorganRosel Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 2 quarters.
  • MorganRosel Wealth Management's JPMorgan Chase position peaked at $744K in Q1 2019.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on MorganRosel Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.