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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
-4,300
Closed -$626 – 60
2023
Q2 		$626 Buy
+4,300
New +$591K ﹤0.01% 143

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
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.