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Professional Planning’s JPMorgan Chase JPM Stock Holding History

Professional Planning’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 		$2.11M Sell
12,889
-3,169
-20% -$497K 1.01% 20
2021
Q2 		$2.5M Buy
16,058
+877
+6% +$138K 1.15% 19
2021
Q1 		$2.31M Sell
15,181
-1,590
-9% -$229K 1.13% 19
2020
Q4 		$2.13M Sell
16,771
-1,109
-6% -$124K 0.86% 24
2020
Q3 		$1.72M Buy
17,880
+150
+0.8% +$14.7K 1.31% 18
2020
Q2 		$1.67M Sell
17,730
-9,842
-36% -$934K 0.89% 21
2020
Q1 		$2.47M Sell
27,572
-2,469
-8% -$300K 2.87% 11
2019
Q4 		$4.19M Sell
30,041
-528
-2% -$67.7K 3.63% 7
2019
Q3 		$3.6M Sell
30,569
-854
-3% -$96.6K 3.82% 11
2019
Q2 		$3.51M Sell
31,423
-1,045
-3% -$115K 4.15% 8
2019
Q1 		$3.29M Buy
32,468
+397
+1% +$40.9K 4.02% 9
2018
Q4 		$3.13M Buy
32,071
+144
+0.5% +$15.3K 4.27% 9
2018
Q3 		$3.6M Buy
31,927
+2,120
+7% +$241K 5.04% 9
2018
Q2 		$3.1M Buy
29,807
+4,432
+17% +$486K 4.9% 8
2018
Q1 		$2.79M Buy
25,375
+1,871
+8% +$212K 4.75% 8
2017
Q4 		$2.51M Buy
+23,504
New +$2.38M 4.59% 9

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Professional Planning's JPM Position: Q3 2021 in Review

Professional Planning reduced its JPMorgan Chase (JPM) stake by 20% in Q3 2021, selling an estimated $497K and leaving 12,889 shares worth $2.11M. The position accounts for 1.01% of the portfolio, ranked #20.

Professional Planning first reported a position in JPM in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.19M in Q4 2019. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Professional Planning held 12,889 shares of JPMorgan Chase worth $2.11M as of Q3 2021.
  • Professional Planning sold 3,169 JPMorgan Chase shares in Q3 2021, an estimated $497K.
  • JPMorgan Chase made up 1.01% of Professional Planning's portfolio in Q3 2021, its #20 holding.
  • Professional Planning first reported a position in JPMorgan Chase in Q4 2017 and has held it in 16 quarters since.
  • Professional Planning's JPMorgan Chase position peaked at $4.19M in Q4 2019.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.