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New England Investment & Retirement Group’s JPMorgan Chase JPM Stock Holding History

New England Investment & Retirement Group’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
Q3 		$5.79M Sell
35,338
-841
-2% -$132K 1.33% 29
2021
Q2 		$5.63M Sell
36,179
-292
-0.8% -$45.9K 1.22% 31
2021
Q1 		$5.55M Buy
36,471
+2,025
+6% +$291K 1.34% 24
2020
Q4 		$4.38M Buy
34,446
+2,765
+9% +$309K 1.02% 30
2020
Q3 		$3.05M Buy
31,681
+2,248
+8% +$221K 0.77% 31
2020
Q2 		$2.77M Buy
29,433
+4,103
+16% +$389K 0.7% 33
2020
Q1 		$2.28M Sell
25,330
-816
-3% -$99.1K 0.97% 22
2019
Q4 		$3.65M Buy
26,146
+19,523
+295% +$2.5M 1.25% 23
2019
Q3 		$779K Sell
6,623
-72
-1% -$8.14K 0.33% 35
2019
Q2 		$748K Buy
6,695
+1,433
+27% +$158K 0.3% 35
2019
Q1 		$533K Buy
5,262
+262
+5% +$27K 0.24% 40
2018
Q4 		$488K Buy
+5,000
New +$533K 0.28% 34

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
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

New England Investment & Retirement Group's JPM Position: Q3 2021 in Review

New England Investment & Retirement Group reduced its JPMorgan Chase (JPM) stake by 2.3% in Q3 2021, selling an estimated $132K and leaving 35,338 shares worth $5.79M. The position accounts for 1.33% of the portfolio, ranked #29.

New England Investment & Retirement Group first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • New England Investment & Retirement Group held 35,338 shares of JPMorgan Chase worth $5.79M as of Q3 2021.
  • New England Investment & Retirement Group sold 841 JPMorgan Chase shares in Q3 2021, an estimated $132K.
  • JPMorgan Chase made up 1.33% of New England Investment & Retirement Group's portfolio in Q3 2021, its #29 holding.
  • New England Investment & Retirement Group first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.