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Navigation Wealth Management’s JPMorgan Chase JPM Stock Holding History

Navigation 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
Q4 		– Sell
-110
Closed -$11K – 23
2022
Q3 		$11K Hold
110
– – 1.19% 13
2022
Q2 		$12K Hold
110
– – 1.33% 11
2022
Q1 		$15K Hold
110
– – 0.14% 11
2021
Q4 		$17K Hold
110
– – 0.02% 28
2021
Q3 		$19K Hold
110
– – 0.12% 22
2021
Q2 		$17K Hold
110
– – 0.02% 33
2021
Q1 		$17K Buy
+110
New +$15.8K 0.02% 30

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Navigation Wealth Management's JPM Position: Q4 2022 in Review

Navigation Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 110 shares — an estimated $11K sold.

Navigation Wealth Management first reported a position in JPM in Q1 2021 and held it in 7 quarters. The position peaked at $19K in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Navigation Wealth Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Navigation Wealth Management sold 110 JPMorgan Chase shares in Q4 2022, an estimated $11K.
  • Navigation Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 7 quarters.
  • Navigation Wealth Management's JPMorgan Chase position peaked at $19K in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Navigation Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.