NFG
JPM icon

Next Financial Group’s JPMorgan Chase JPM Stock Holding History

Next 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
2021
Q4 		$4.36M Buy
27,555
+298
+1% +$48.9K 0.29% 68
2021
Q3 		$4.46M Buy
27,257
+4,444
+19% +$697K 0.35% 52
2021
Q2 		$3.55M Buy
22,813
+992
+5% +$156K 0.28% 71
2021
Q1 		$3.32M Buy
21,821
+189
+0.9% +$27.2K 0.29% 71
2020
Q4 		$2.75M Sell
21,632
-316
-1% -$35.3K 0.26% 88
2020
Q3 		$2.11M Buy
21,948
+3,072
+16% +$302K 0.23% 106
2020
Q2 		$1.77M Buy
18,876
+2,277
+14% +$216K 0.21% 123
2020
Q1 		$1.5M Sell
16,599
-489
-3% -$59.4K 0.19% 117
2019
Q4 		$2.38M Buy
17,088
+2,153
+14% +$276K 0.25% 93
2019
Q3 		$1.76M Buy
14,935
+516
+4% +$58.4K 0.19% 128
2019
Q2 		$1.61M Buy
14,419
+9,297
+182% +$1.03M 0.17% 171
2019
Q1 		$519K Sell
5,122
-7,119
-58% -$733K 0.13% 110
2018
Q4 		$1.2M Buy
12,241
+3,846
+46% +$410K 0.25% 100
2018
Q3 		$947K Sell
8,395
-1,618
-16% -$184K 0.44% 44
2018
Q2 		$1.04M Sell
10,013
-3,053
-23% -$335K 0.4% 60
2018
Q1 		$1.44M Buy
13,066
+527
+4% +$59.7K 0.3% 94
2017
Q4 		$1.34M Sell
12,539
-3,514
-22% -$356K 0.57% 43
2017
Q3 		$1.54M Sell
16,053
-1,278
-7% -$118K 0.43% 55
2017
Q2 		$1.58M Buy
17,331
+11
+0.1% +$949 0.39% 55
2017
Q1 		$1.51M Sell
17,320
-11,811
-41% -$1.04M 0.42% 51
2016
Q4 		$2.51M Sell
29,131
-419
-1% -$32K 0.44% 38
2016
Q3 		$1.97M Buy
29,550
+14,554
+97% +$949K 0.36% 50
2016
Q2 		$931K Buy
14,996
+1,466
+11% +$91.6K 0.3% 82
2016
Q1 		$801K Buy
13,530
+1,750
+15% +$102K 0.28% 77
2015
Q4 		$777K Sell
11,780
-2,667
-18% -$174K 0.29% 82
2015
Q3 		$880K Buy
14,447
+454
+3% +$29.7K 0.32% 80
2015
Q2 		$948K Buy
13,993
+164
+1% +$10.7K 0.33% 77
2015
Q1 		$837K Sell
13,829
-13
-0.1% -$770 0.27% 102
2014
Q4 		$866K Sell
13,842
-11,469
-45% -$690K 0.29% 91
2014
Q3 		$1.52M Buy
25,311
+25,027
+8,812% +$1.46M 0.3% 71
2014
Q2 		$16K Buy
+284
New +$16K 0.01% 661

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Financial Group's JPM Position: Q4 2021 in Review

Next Financial Group increased its JPMorgan Chase (JPM) stake by 1.1% in Q4 2021, buying an estimated $48.9K and bringing the position to 27,555 shares worth $4.36M. The position accounts for 0.29% of the portfolio, ranked #68.

Next Financial Group first reported a position in JPM in Q2 2014 and has held it in 31 quarters since. The position peaked at $4.46M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Next Financial Group held 27,555 shares of JPMorgan Chase worth $4.36M as of Q4 2021.
  • Next Financial Group bought 298 JPMorgan Chase shares in Q4 2021, an estimated $48.9K.
  • JPMorgan Chase made up 0.29% of Next Financial Group's portfolio in Q4 2021, its #68 holding.
  • Next Financial Group first reported a position in JPMorgan Chase in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's JPMorgan Chase position peaked at $4.46M in Q3 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.