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Oak Point Wealth Management’s JPMorgan Chase JPM Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-44
Closed -$4K – 227
2017
Q4 		$4K Buy
+44
New +$4.46K ﹤0.01% 183

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Point Wealth Management's JPM Position: Q1 2018 in Review

Oak Point Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 44 shares — an estimated $4K sold.

Oak Point Wealth Management first reported a position in JPM in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Oak Point Wealth Management reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 44 JPMorgan Chase shares in Q1 2018, an estimated $4K.
  • Oak Point Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's JPMorgan Chase position peaked at $4K in Q4 2017.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.