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Pacific Financial Group’s JPMorgan Chase JPM Stock Holding History

Pacific 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
Q4 		– Sell
-20
Closed -$2K – 85
2020
Q3 		$2K Buy
+20
New +$1.96K ﹤0.01% 112
2015
Q1 		– Sell
-738
Closed -$46K – 119
2014
Q4 		$46K Buy
+738
New +$44.4K 0.01% 73
2014
Q2 		– Sell
-187
Closed -$11K – 57
2014
Q1 		$11K Hold
187
– – ﹤0.01% 49
2013
Q4 		$11K Hold
187
– – 0.02% 46
2013
Q3 		$9K Hold
187
– – 0.01% 45
2013
Q2 		$9K Buy
+187
New +$9.51K 0.02% 40

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacific Financial Group's JPM Position: Q4 2020 in Review

Pacific Financial Group sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 20 shares — an estimated $2K sold.

Pacific Financial Group first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $46K in Q4 2014. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Pacific Financial Group reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 20 JPMorgan Chase shares in Q4 2020, an estimated $2K.
  • Pacific Financial Group first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
  • Pacific Financial Group's JPMorgan Chase position peaked at $46K in Q4 2014.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.