NewFocus Financial Group’s JPMorgan Chase JPM Stock Holding History

NewFocus Financial 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
2020 Q4	$3.3M	Buy	25,941 +588	+2%	+$65.7K	0.97%	31
2020 Q3	$2.44M	Sell	25,353 -9,080	-26%	-$892K	0.81%	39
2020 Q2	$3.24M	Buy	34,433 +1,670	+5%	+$158K	1.16%	27
2020 Q1	$2.95M	Buy	32,763 +4,136	+14%	+$502K	1.36%	26
2019 Q4	$3.99M	Buy	28,627 +167	+0.6%	+$21.4K	1.56%	19
2019 Q3	$3.35M	Buy	28,460 +316	+1%	+$35.7K	1.47%	21
2019 Q2	$3.15M	Sell	28,144 -127	-0.4%	-$14K	1.46%	19
2019 Q1	$2.86M	Buy	28,271 +525	+2%	+$54.1K	1.43%	22
2018 Q4	$2.71M	Sell	27,746 -592	-2%	-$63.1K	1.6%	18
2018 Q3	$3.2M	Buy	28,338 +553	+2%	+$62.8K	1.73%	20
2018 Q2	$2.9M	Buy	27,785 +413	+2%	+$45.3K	1.74%	19
2018 Q1	$3.01M	Buy	27,372 +2,496	+10%	+$283K	1.89%	20
2017 Q4	$2.66M	Sell	24,876 -194	-0.8%	-$19.6K	1.62%	23
2017 Q3	$2.39M	Buy	25,070 +10,444	+71%	+$963K	1.55%	27
2017 Q2	$1.34M	Buy	+14,626	New	+$1.26M	0.76%	38

Other funds holding JPM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return