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NWK Group’s JPMorgan Chase JPM Stock Holding History

NWK 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
Q4 		– Sell
-10,791
Closed -$1.56M – 66
2023
Q3 		$1.56M Buy
10,791
+738
+7% +$111K 0.96% 29
2023
Q2 		$1.46M Buy
+10,053
New +$1.38M 0.86% 31
2020
Q4 		– Sell
-150
Closed -$14K – 209
2020
Q3 		$14K Hold
150
– – 0.01% 144
2020
Q2 		$14K Buy
+150
New +$14.2K 0.01% 150
2020
Q1 		– Sell
-281
Closed -$39K – 192
2019
Q4 		$39K Buy
+281
New +$36K 0.03% 109

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

NWK Group's JPM Position: Q4 2023 in Review

NWK Group sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 10,791 shares — an estimated $1.56M sold.

NWK Group first reported a position in JPM in Q4 2019 and held it in 5 quarters. The position peaked at $1.56M in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • NWK Group reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • NWK Group sold 10,791 JPMorgan Chase shares in Q4 2023, an estimated $1.56M.
  • NWK Group first reported a position in JPMorgan Chase in Q4 2019 and held it in 5 quarters.
  • NWK Group's JPMorgan Chase position peaked at $1.56M in Q3 2023.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on NWK Group's 13F filing for Q4 2023, filed 12 Feb 2024.