National Investment Services of America’s JPMorgan Chase JPM Stock Holding History

National Investment Services of America’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 Q1	–	Sell	-9,618	Closed	-$1.22M	–	31
2020 Q4	$1.22M	Sell	9,618 -4,946	-34%	-$553K	2.18%	14
2020 Q3	$1.4M	Sell	14,564 -434	-3%	-$42.6K	1.98%	19
2020 Q2	$1.41M	Sell	14,998 -267	-2%	-$25.3K	2.01%	20
2020 Q1	$1.37M	Sell	15,265 -1,010	-6%	-$123K	2.19%	14
2019 Q4	$2.27M	Buy	+16,275	New	+$2.09M	2.45%	9

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

National Investment Services of America's JPM Position: Q1 2021 in Review

National Investment Services of America sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 9,618 shares — an estimated $1.22M sold.

National Investment Services of America first reported a position in JPM in Q4 2019 and held it in 5 quarters. The position peaked at $2.27M in Q4 2019. 3,215 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

National Investment Services of America reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
National Investment Services of America sold 9,618 JPMorgan Chase shares in Q1 2021, an estimated $1.22M.
National Investment Services of America first reported a position in JPMorgan Chase in Q4 2019 and held it in 5 quarters.
National Investment Services of America's JPMorgan Chase position peaked at $2.27M in Q4 2019.
3,215 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on National Investment Services of America's 13F filing for Q1 2021.