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Retirement Financial Solutions’s JPMorgan Chase JPM Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-197
Closed -$26.4K – 143
2022
Q4 		$26.4K Buy
+197
New +$25K 0.02% 75

Other funds holding JPM

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
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Retirement Financial Solutions's JPM Position: Q1 2023 in Review

Retirement Financial Solutions sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 197 shares — an estimated $26.4K sold.

Retirement Financial Solutions first reported a position in JPM in Q4 2022 and held it in 1 quarter. The position peaked at $26.4K in Q4 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Retirement Financial Solutions reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 197 JPMorgan Chase shares in Q1 2023, an estimated $26.4K.
  • Retirement Financial Solutions first reported a position in JPMorgan Chase in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's JPMorgan Chase position peaked at $26.4K in Q4 2022.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.