Resource Planning Group’s JPMorgan Chase JPM Stock Holding History

Resource Planning 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
2023 Q4	$324K	Hold	1,902	–	–	0.21%	57
2023 Q3	$276K	Sell	1,902 -393	-17%	-$58.9K	0.23%	46
2023 Q2	$334K	Buy	2,295 +50	+2%	+$6.88K	0.27%	45
2023 Q1	$293K	Sell	2,245 -808	-26%	-$111K	0.24%	48
2022 Q4	$409K	Hold	3,053	–	–	0.33%	46
2022 Q3	$319K	Hold	3,053	–	–	0.28%	52
2022 Q2	$344K	Sell	3,053 -203	-6%	-$25.2K	0.29%	50
2022 Q1	$444K	Buy	3,256 +1	+0%	+$148	0.32%	46
2021 Q4	$515K	Sell	3,255 -3,279	-50%	-$538K	0.35%	42
2021 Q3	$1.07M	Sell	6,534 -116	-2%	-$18.2K	0.67%	30
2021 Q2	$1.03M	Buy	6,650 +1,058	+19%	+$166K	0.6%	32
2021 Q1	$851K	Buy	5,592 +1	+0%	+$144	0.56%	32
2020 Q4	$710K	Sell	5,591 -369	-6%	-$41.2K	0.5%	36
2020 Q3	$574K	Buy	5,960 +250	+4%	+$24.6K	0.44%	37
2020 Q2	$537K	Buy	5,710 +1	+0%	+$95	0.4%	36
2020 Q1	$514K	Buy	5,709 +24	+0.4%	+$2.92K	0.45%	29
2019 Q4	$793K	Buy	5,685 +34	+0.6%	+$4.36K	0.45%	27
2019 Q3	$665K	Buy	5,651 +6	+0.1%	+$679	0.39%	29
2019 Q2	$631K	Buy	5,645 +1,000	+22%	+$110K	0.37%	31
2019 Q1	$470K	Buy	4,645 +1	+0%	+$103	0.31%	29
2018 Q4	$453K	Hold	4,644	–	–	0.34%	29
2018 Q3	$524K	Buy	+4,644	New	+$527K	0.41%	22

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Resource Planning Group's JPM Position: Q4 2023 in Review

Resource Planning Group held its JPMorgan Chase (JPM) position steady in Q4 2023 at 1,902 shares worth $324K. The position accounts for 0.21% of the portfolio, ranked #57.

Resource Planning Group first reported a position in JPM in Q3 2018 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2021. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Resource Planning Group held 1,902 shares of JPMorgan Chase worth $324K as of Q4 2023.
Resource Planning Group left its JPMorgan Chase share count unchanged in Q4 2023.
JPMorgan Chase made up 0.21% of Resource Planning Group's portfolio in Q4 2023, its #57 holding.
Resource Planning Group first reported a position in JPMorgan Chase in Q3 2018 and has held it in 22 quarters since.
Resource Planning Group's JPMorgan Chase position peaked at $1.07M in Q3 2021.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.