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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norris Financial Group's JPM Position: Q1 2023 in Review

Norris Financial Group sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 5,791 shares — an estimated $777K sold.

Norris Financial Group first reported a position in JPM in Q4 2019 and held it in 10 quarters. The position peaked at $1.31M in Q1 2020. 3,605 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Norris Financial Group reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Norris Financial Group sold 5,791 JPMorgan Chase shares in Q1 2023, an estimated $777K.
Norris Financial Group first reported a position in JPMorgan Chase in Q4 2019 and held it in 10 quarters.
Norris Financial Group's JPMorgan Chase position peaked at $1.31M in Q1 2020.
3,605 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Norris Financial Group's 13F filing for Q1 2023, filed 20 May 2026.