NFP
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Novak Financial Planning’s JPMorgan Chase JPM Stock Holding History

Novak Financial Planning’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
Q2 		$500K Buy
3,216
+13
+0.4% +$2.04K 0.24% 86
2021
Q1 		$488K Buy
3,203
+11
+0.3% +$1.58K 0.27% 83
2020
Q4 		$406K Buy
+3,192
New +$357K 0.24% 86

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Novak Financial Planning's JPM Position: Q2 2021 in Review

Novak Financial Planning increased its JPMorgan Chase (JPM) stake by 0.41% in Q2 2021, buying an estimated $2.04K and bringing the position to 3,216 shares worth $500K. The position accounts for 0.24% of the portfolio, ranked #86.

Novak Financial Planning first reported a position in JPM in Q4 2020 and has held it in 3 quarters since. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Novak Financial Planning held 3,216 shares of JPMorgan Chase worth $500K as of Q2 2021.
  • Novak Financial Planning bought 13 JPMorgan Chase shares in Q2 2021, an estimated $2.04K.
  • JPMorgan Chase made up 0.24% of Novak Financial Planning's portfolio in Q2 2021, its #86 holding.
  • Novak Financial Planning first reported a position in JPMorgan Chase in Q4 2020 and has held it in 3 quarters since.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.