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Regal Wealth Group’s JPMorgan Chase JPM Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-268
Closed -$41K – 158
2021
Q1 		$41K Hold
268
– – 0.02% 105
2020
Q4 		$34K Sell
268
-9
-3% -$1.01K 0.02% 108
2020
Q3 		$27K Sell
277
-10
-3% -$982 0.02% 112
2020
Q2 		$27K Buy
287
+35
+14% +$3.32K 0.02% 109
2020
Q1 		$23K Sell
252
-225
-47% -$27.3K 0.02% 96
2019
Q4 		$66K Buy
477
+225
+89% +$28.9K 0.04% 72
2019
Q3 		$30K Hold
252
– – 0.02% 95
2019
Q2 		$28K Hold
252
– – 0.02% 98
2019
Q1 		$26K Hold
252
– – 0.02% 92
2018
Q4 		$25K Hold
252
– – 0.02% 89
2018
Q3 		$28K Hold
252
– – 0.02% 90
2018
Q2 		$26K Sell
252
-214
-46% -$23.5K 0.03% 96
2018
Q1 		$51K Buy
466
+1
+0.2% +$113 0.04% 75
2017
Q4 		$50K Buy
465
+1
+0.2% +$101 0.04% 74
2017
Q3 		$44K Buy
464
+1
+0.2% +$92 0.03% 75
2017
Q2 		$42K Buy
463
+1
+0.2% +$86 0.03% 76
2017
Q1 		$41K Buy
462
+1
+0.2% +$88 0.03% 75
2016
Q4 		$40K Buy
461
+2
+0.4% +$153 0.03% 72
2016
Q3 		$31K Buy
459
+1
+0.2% +$65 0.03% 76
2016
Q2 		$28K Buy
458
+2
+0.4% +$125 0.03% 79
2016
Q1 		$27K Buy
456
+1
+0.2% +$58 0.03% 80
2015
Q4 		$30K Buy
+455
New +$29.6K 0.03% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Regal Wealth Group's JPM Position: Q2 2021 in Review

Regal Wealth Group sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 268 shares — an estimated $41K sold.

Regal Wealth Group first reported a position in JPM in Q4 2015 and held it in 22 quarters. The position peaked at $66K in Q4 2019. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Regal Wealth Group reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
  • Regal Wealth Group sold 268 JPMorgan Chase shares in Q2 2021, an estimated $41K.
  • Regal Wealth Group first reported a position in JPMorgan Chase in Q4 2015 and held it in 22 quarters.
  • Regal Wealth Group's JPMorgan Chase position peaked at $66K in Q4 2019.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.