Newman & Schimel’s JPMorgan Chase JPM Stock Holding History

Newman & Schimel’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 Q3	–	Sell	-7,143	Closed	-$804K	–	46
2022 Q2	$804K	Buy	+7,143	New	+$885K	0.39%	24

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Newman & Schimel's JPM Position: Q3 2022 in Review

Newman & Schimel sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 7,143 shares — an estimated $804K sold.

Newman & Schimel first reported a position in JPM in Q2 2022 and held it in 1 quarter. The position peaked at $804K in Q2 2022. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Newman & Schimel reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Newman & Schimel sold 7,143 JPMorgan Chase shares in Q3 2022, an estimated $804K.
Newman & Schimel first reported a position in JPMorgan Chase in Q2 2022 and held it in 1 quarter.
Newman & Schimel's JPMorgan Chase position peaked at $804K in Q2 2022.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Newman & Schimel's 13F filing for Q3 2022, filed 25 Oct 2022.