NEXT Financial Holdings’s JPMorgan Chase JPM Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$519K	Buy	+5,122	New	+$528K	0.13%	110

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

NEXT Financial Holdings's JPM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in JPMorgan Chase (JPM) in Q1 2019: 5,122 shares worth $519K. The stake represents 0.13% of the portfolio and ranks #110 among its holdings.

2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

NEXT Financial Holdings held 5,122 shares of JPMorgan Chase worth $519K as of Q1 2019.
JPMorgan Chase was a new NEXT Financial Holdings position in Q1 2019.
JPMorgan Chase made up 0.13% of NEXT Financial Holdings's portfolio in Q1 2019, its #110 holding.
2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.