NEIRG Wealth Management’s JPMorgan Chase JPM Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-29,814	Closed	-$4.34M	–	61
2023 Q2	$4.34M	Sell	29,814 -5,378	-15%	-$740K	0.8%	31
2023 Q1	$4.59M	Sell	35,192 -824	-2%	-$113K	0.79%	38
2022 Q4	$4.83M	Sell	36,016 -724	-2%	-$91.7K	0.91%	34
2022 Q3	$3.84M	Sell	36,740 -1,177	-3%	-$135K	0.77%	35
2022 Q2	$4.27M	Buy	37,917 +3,639	+11%	+$451K	0.93%	28
2022 Q1	$4.67M	Sell	34,278 -1,281	-4%	-$189K	0.91%	30
2021 Q4	$5.63M	Buy	+35,559	New	+$5.84M	1.08%	30

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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

NEIRG Wealth Management's JPM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 29,814 shares — an estimated $4.34M sold.

NEIRG Wealth Management first reported a position in JPM in Q4 2021 and held it in 7 quarters. The position peaked at $5.63M in Q4 2021. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

NEIRG Wealth Management reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 29,814 JPMorgan Chase shares in Q3 2023, an estimated $4.34M.
NEIRG Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's JPMorgan Chase position peaked at $5.63M in Q4 2021.
3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.