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Norris Financial Group’s JPMorgan Chase JPM Stock Holding History

Norris 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
2023
Q1 		– Sell
-5,791
Closed -$777K – 75
2022
Q4 		$777K Sell
5,791
-22
-0.4% -$2.79K 0.66% 35
2022
Q3 		$607K Buy
5,813
+16
+0.3% +$1.84K 0.56% 39
2022
Q2 		$653K Buy
5,797
+1,027
+22% +$127K 0.53% 37
2022
Q1 		$650K Sell
4,770
-514
-10% -$75.9K 0.39% 48
2021
Q4 		$837K Buy
5,284
+975
+23% +$160K 0.5% 43
2021
Q3 		$705K Buy
4,309
+27
+0.6% +$4.23K 0.47% 49
2021
Q2 		$666K Buy
4,282
+43
+1% +$6.75K 0.45% 55
2021
Q1 		$645K Buy
+4,239
New +$610K 0.47% 51
2020
Q2 		– Sell
-14,503
Closed -$1.31M – 79
2020
Q1 		$1.31M Buy
14,503
+7,896
+120% +$959K 1.45% 20
2019
Q4 		$921K Buy
+6,607
New +$847K 0.85% 29

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return