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Retirement Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Retirement Capital Strategies’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
2022
Q1 		– Sell
-1,338
Closed -$212K – 76
2021
Q4 		$212K Buy
1,338
+6
+0.5% +$985 0.08% 76
2021
Q3 		$218K Buy
1,332
+5
+0.4% +$784 0.08% 69
2021
Q2 		$206K Buy
1,327
+6
+0.5% +$942 0.08% 78
2021
Q1 		$201K Buy
+1,321
New +$190K 0.08% 74

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Capital Strategies's JPM Position: Q1 2022 in Review

Retirement Capital Strategies sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,338 shares — an estimated $212K sold.

Retirement Capital Strategies first reported a position in JPM in Q1 2021 and held it in 4 quarters. The position peaked at $218K in Q3 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Retirement Capital Strategies reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 1,338 JPMorgan Chase shares in Q1 2022, an estimated $212K.
  • Retirement Capital Strategies first reported a position in JPMorgan Chase in Q1 2021 and held it in 4 quarters.
  • Retirement Capital Strategies's JPMorgan Chase position peaked at $218K in Q3 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Retirement Capital Strategies's 13F filing for Q1 2022, filed 21 Apr 2022.