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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wellington Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return