Price Wealth’s JPMorgan Chase JPM Stock Holding History

Price Wealth’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	$899K	Buy	9,336 +2,397	+35%	+$235K	0.25%	32
2020 Q2	$653K	Sell	6,939 -327	-5%	-$31K	0.19%	45
2020 Q1	$654K	Sell	7,266 -1,905	-21%	-$231K	0.24%	40
2019 Q4	$1.28M	Buy	9,171 +96	+1%	+$12.3K	0.4%	25
2019 Q3	$1.07M	Buy	9,075 +735	+9%	+$83.1K	0.35%	26
2019 Q2	$932K	Buy	8,340 +110	+1%	+$12.1K	0.3%	25
2019 Q1	$833K	Hold	8,230	–	–	0.32%	29
2018 Q4	$803K	Hold	8,230	–	–	0.34%	26
2018 Q3	$929K	Sell	8,230 -1,406	-15%	-$160K	0.35%	26
2018 Q2	$1M	Buy	9,636 +556	+6%	+$61K	0.38%	27
2018 Q1	$999K	Buy	9,080 +7,920	+683%	+$897K	0.6%	23
2017 Q4	$124K	Buy	+1,160	New	+$117K	0.08%	31

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

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

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

Price Wealth's JPM Position: Q3 2020 in Review

Price Wealth increased its JPMorgan Chase (JPM) stake by 35% in Q3 2020, buying an estimated $235K and bringing the position to 9,336 shares worth $899K. The position accounts for 0.25% of the portfolio, ranked #32.

Price Wealth first reported a position in JPM in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Price Wealth held 9,336 shares of JPMorgan Chase worth $899K as of Q3 2020.
Price Wealth bought 2,397 JPMorgan Chase shares in Q3 2020, an estimated $235K.
JPMorgan Chase made up 0.25% of Price Wealth's portfolio in Q3 2020, its #32 holding.
Price Wealth first reported a position in JPMorgan Chase in Q4 2017 and has held it in 12 quarters since.
Price Wealth's JPMorgan Chase position peaked at $1.28M in Q4 2019.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

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