Reby Advisors’s JPMorgan Chase JPM Stock Holding History

Reby Advisors’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 Q4	$945K	Buy	+7,440	New	+$832K	0.25%	30

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Reby Advisors's JPM Position: Q4 2020 in Review

Reby Advisors opened a new position in JPMorgan Chase (JPM) in Q4 2020: 7,440 shares worth $945K. The stake represents 0.25% of the portfolio and ranks #30 among its holdings.

3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Reby Advisors held 7,440 shares of JPMorgan Chase worth $945K as of Q4 2020.
JPMorgan Chase was a new Reby Advisors position in Q4 2020.
JPMorgan Chase made up 0.25% of Reby Advisors's portfolio in Q4 2020, its #30 holding.
3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.