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Rinet Company’s JPMorgan Chase JPM Stock Holding History

Rinet Company’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
Q3 		$414K Buy
2,531
+828
+49% +$130K 0.08% 59
2021
Q2 		$265K Buy
1,703
+11
+0.7% +$1.73K 0.05% 69
2021
Q1 		$258K Buy
+1,692
New +$243K 0.05% 66

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Rinet Company's JPM Position: Q3 2021 in Review

Rinet Company increased its JPMorgan Chase (JPM) stake by 49% in Q3 2021, buying an estimated $130K and bringing the position to 2,531 shares worth $414K. The position accounts for 0.08% of the portfolio, ranked #59.

Rinet Company first reported a position in JPM in Q1 2021 and has held it in 3 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Rinet Company held 2,531 shares of JPMorgan Chase worth $414K as of Q3 2021.
  • Rinet Company bought 828 JPMorgan Chase shares in Q3 2021, an estimated $130K.
  • JPMorgan Chase made up 0.08% of Rinet Company's portfolio in Q3 2021, its #59 holding.
  • Rinet Company first reported a position in JPMorgan Chase in Q1 2021 and has held it in 3 quarters since.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.