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OmniStar Financial Group’s JPMorgan Chase JPM Stock Holding History

OmniStar 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
2020
Q2 		– Sell
-224
Closed -$20K – 224
2020
Q1 		$20K Buy
+224
New +$27.2K 0.02% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OmniStar Financial Group's JPM Position: Q2 2020 in Review

OmniStar Financial Group sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 224 shares — an estimated $20K sold.

OmniStar Financial Group first reported a position in JPM in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • OmniStar Financial Group reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • OmniStar Financial Group sold 224 JPMorgan Chase shares in Q2 2020, an estimated $20K.
  • OmniStar Financial Group first reported a position in JPMorgan Chase in Q1 2020 and held it in 1 quarter.
  • OmniStar Financial Group's JPMorgan Chase position peaked at $20K in Q1 2020.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on OmniStar Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.