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Personal Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-695
Closed -$108K – 241
2021
Q2 		$108K Buy
+695
New +$109K 0.04% 110
2020
Q1 		– Sell
-445
Closed -$62K – 332
2019
Q4 		$62K Hold
445
– – 0.03% 133
2019
Q3 		$52K Buy
445
+198
+80% +$22.4K 0.02% 143
2019
Q2 		$28K Buy
+247
New +$27.2K 0.01% 161

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Personal Wealth Partners's JPM Position: Q3 2021 in Review

Personal Wealth Partners sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 695 shares — an estimated $108K sold.

Personal Wealth Partners first reported a position in JPM in Q2 2019 and held it in 4 quarters. The position peaked at $108K in Q2 2021. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Personal Wealth Partners reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 695 JPMorgan Chase shares in Q3 2021, an estimated $108K.
  • Personal Wealth Partners first reported a position in JPMorgan Chase in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's JPMorgan Chase position peaked at $108K in Q2 2021.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.