Reitz Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Reitz Capital 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
2023 Q3	–	Sell	-5,806	Closed	-$844K	–	63
2023 Q2	$844K	Sell	5,806 -21	-0.4%	-$2.89K	0.77%	19
2023 Q1	$759K	Sell	5,827 -235	-4%	-$32.2K	0.7%	19
2022 Q4	$813K	Buy	6,062 +10	+0.2%	+$1.27K	0.77%	19
2022 Q3	$632K	Sell	6,052 -600	-9%	-$68.9K	0.58%	20
2022 Q2	$749K	Sell	6,652 -650	-9%	-$80.5K	0.67%	19
2022 Q1	$995K	Sell	7,302 -550	-7%	-$81.2K	0.72%	18
2021 Q4	$1.22M	Buy	7,852 +1,325	+20%	+$218K	0.86%	18
2021 Q3	$1.07M	Sell	6,527 -1,325	-17%	-$208K	0.8%	17
2021 Q2	$1.22M	Sell	7,852 -38	-0.5%	-$5.97K	0.86%	18
2021 Q1	$1.2M	Buy	7,890 +75	+1%	+$10.8K	0.89%	17
2020 Q4	$993K	Sell	7,815 -10	-0.1%	-$1.12K	0.8%	19
2020 Q3	$753K	Buy	7,825 +3,831	+96%	+$376K	0.68%	23
2020 Q2	$376K	Buy	3,994 +1,509	+61%	+$143K	0.48%	20
2020 Q1	$224K	Buy	+2,485	New	+$302K	0.29%	32

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Reitz Capital Advisors's JPM Position: Q3 2023 in Review

Reitz Capital Advisors sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 5,806 shares — an estimated $844K sold.

Reitz Capital Advisors first reported a position in JPM in Q1 2020 and held it in 14 quarters. The position peaked at $1.22M in Q4 2021. 3,705 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Reitz Capital Advisors reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 5,806 JPMorgan Chase shares in Q3 2023, an estimated $844K.
Reitz Capital Advisors first reported a position in JPMorgan Chase in Q1 2020 and held it in 14 quarters.
Reitz Capital Advisors's JPMorgan Chase position peaked at $1.22M in Q4 2021.
3,705 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.