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Northeast Financial Group’s JPMorgan Chase JPM Stock Holding History

Northeast 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
2021
Q3 		– Sell
-10,579
Closed -$1.65M – 50
2021
Q2 		$1.65M Sell
10,579
-1,887
-15% -$296K 1.07% 23
2021
Q1 		$1.9M Buy
12,466
+5,866
+89% +$844K 1.26% 20
2020
Q4 		$839K Buy
+6,600
New +$738K 0.64% 26

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

Northeast Financial Group's JPM Position: Q3 2021 in Review

Northeast Financial Group sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 10,579 shares — an estimated $1.65M sold.

Northeast Financial Group first reported a position in JPM in Q4 2020 and held it in 3 quarters. The position peaked at $1.9M in Q1 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Northeast Financial Group reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Northeast Financial Group sold 10,579 JPMorgan Chase shares in Q3 2021, an estimated $1.65M.
  • Northeast Financial Group first reported a position in JPMorgan Chase in Q4 2020 and held it in 3 quarters.
  • Northeast Financial Group's JPMorgan Chase position peaked at $1.9M in Q1 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Northeast Financial Group's 13F filing for Q3 2021, filed 18 Aug 2023.