RHS Financial’s JPMorgan Chase JPM Stock Holding History

RHS Financial’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
2021 Q4	–	Sell	-1,250	Closed	-$205K	–	87
2021 Q3	$205K	Buy	+1,250	New	+$196K	0.15%	85
2021 Q2	–	Sell	-1,469	Closed	-$224K	–	80
2021 Q1	$224K	Buy	+1,469	New	+$211K	0.19%	69
2020 Q1	–	Sell	-1,610	Closed	-$224K	–	68
2019 Q4	$224K	Buy	+1,610	New	+$206K	0.23%	63

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

RHS Financial's JPM Position: Q4 2021 in Review

RHS Financial sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 1,250 shares — an estimated $205K sold.

RHS Financial first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $224K in Q1 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

RHS Financial reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
RHS Financial sold 1,250 JPMorgan Chase shares in Q4 2021, an estimated $205K.
RHS Financial first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
RHS Financial's JPMorgan Chase position peaked at $224K in Q1 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on RHS Financial's 13F filing for Q4 2021, filed 26 Jan 2022.