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Rockwood Wealth Management’s JPMorgan Chase JPM Stock Holding History

Rockwood Wealth Management’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
-7,623
Closed -$1.21M – 98
2021
Q4 		$1.21M Buy
+7,623
New +$1.25M 0.54% 17

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

Rockwood Wealth Management's JPM Position: Q1 2022 in Review

Rockwood Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 7,623 shares — an estimated $1.21M sold.

Rockwood Wealth Management first reported a position in JPM in Q4 2021 and held it in 1 quarter. The position peaked at $1.21M in Q4 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Rockwood Wealth Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 7,623 JPMorgan Chase shares in Q1 2022, an estimated $1.21M.
  • Rockwood Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's JPMorgan Chase position peaked at $1.21M in Q4 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.