NCP
JPM icon

NexWave Capital Partners’s JPMorgan Chase JPM Stock Holding History

NexWave Capital Partners’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 		$255K Hold
1,610
– – 0.59% 40
2021
Q3 		$264K Hold
1,610
– – 0.68% 34
2021
Q2 		$250K Sell
1,610
-70
-4% -$11K 0.48% 33
2021
Q1 		$256K Buy
+1,680
New +$242K 0.32% 44

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

NexWave Capital Partners's JPM Position: Q4 2021 in Review

NexWave Capital Partners held its JPMorgan Chase (JPM) position steady in Q4 2021 at 1,610 shares worth $255K. The position accounts for 0.59% of the portfolio, ranked #40.

NexWave Capital Partners first reported a position in JPM in Q1 2021 and has held it in 4 quarters since. The position peaked at $264K in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • NexWave Capital Partners held 1,610 shares of JPMorgan Chase worth $255K as of Q4 2021.
  • NexWave Capital Partners left its JPMorgan Chase share count unchanged in Q4 2021.
  • JPMorgan Chase made up 0.59% of NexWave Capital Partners's portfolio in Q4 2021, its #40 holding.
  • NexWave Capital Partners first reported a position in JPMorgan Chase in Q1 2021 and has held it in 4 quarters since.
  • NexWave Capital Partners's JPMorgan Chase position peaked at $264K in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on NexWave Capital Partners's 13F filing for Q4 2021, filed 10 Feb 2022.