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Pacific Wealth Strategies Group’s JPMorgan Chase JPM Stock Holding History

Pacific Wealth Strategies 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
Q3 		– Sell
-4,596
Closed -$432K – 85
2020
Q2 		$432K Buy
4,596
+45
+1% +$4.27K 0.24% 66
2020
Q1 		$410K Buy
4,551
+705
+18% +$85.7K 0.28% 67
2019
Q4 		$536K Hold
3,846
– – 0.3% 68
2019
Q3 		$453K Buy
3,846
+2,027
+111% +$229K 0.28% 71
2019
Q2 		$203K Buy
+1,819
New +$201K 0.13% 81

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
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 Wealth Strategies Group's JPM Position: Q3 2020 in Review

Pacific Wealth Strategies Group sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 4,596 shares — an estimated $432K sold.

Pacific Wealth Strategies Group first reported a position in JPM in Q2 2019 and held it in 5 quarters. The position peaked at $536K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Pacific Wealth Strategies Group reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 4,596 JPMorgan Chase shares in Q3 2020, an estimated $432K.
  • Pacific Wealth Strategies Group first reported a position in JPMorgan Chase in Q2 2019 and held it in 5 quarters.
  • Pacific Wealth Strategies Group's JPMorgan Chase position peaked at $536K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q3 2020, filed 22 Oct 2020.