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NFC Investments’s JPMorgan Chase JPM Stock Holding History

NFC Investments’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
Q3 		– Sell
-1,333
Closed -$207K – 45
2021
Q2 		$207K Hold
1,333
– – 0.05% 45
2021
Q1 		$203K Buy
+1,333
New +$192K 0.05% 47

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

NFC Investments's JPM Position: Q3 2021 in Review

NFC Investments sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 1,333 shares — an estimated $207K sold.

NFC Investments first reported a position in JPM in Q1 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • NFC Investments reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • NFC Investments sold 1,333 JPMorgan Chase shares in Q3 2021, an estimated $207K.
  • NFC Investments first reported a position in JPMorgan Chase in Q1 2021 and held it in 2 quarters.
  • NFC Investments's JPMorgan Chase position peaked at $207K in Q2 2021.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on NFC Investments's 13F filing for Q3 2021, filed 15 Nov 2021.