Paul John Balson’s JPMorgan Chase JPM Stock Holding History

Paul John Balson’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	-2,423	Closed	-$218K	–	77
2020 Q1	$218K	Buy	+2,423	New	+$294K	0.12%	60

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paul John Balson's JPM Position: Q2 2020 in Review

Paul John Balson sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 2,423 shares — an estimated $218K sold.

Paul John Balson first reported a position in JPM in Q1 2020 and held it in 1 quarter. The position peaked at $218K in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

Paul John Balson reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
Paul John Balson sold 2,423 JPMorgan Chase shares in Q2 2020, an estimated $218K.
Paul John Balson first reported a position in JPMorgan Chase in Q1 2020 and held it in 1 quarter.
Paul John Balson's JPMorgan Chase position peaked at $218K in Q1 2020.
2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Paul John Balson's 13F filing for Q2 2020, filed 13 Aug 2020.