Rollins Financial’s JPMorgan Chase JPM Stock Holding History

Rollins 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
2023 Q4	$2.53M	Sell	14,899 -1,408	-9%	-$213K	0.53%	28
2023 Q3	$2.36M	Buy	16,307 +1,043	+7%	+$156K	0.58%	31
2023 Q2	$2.22M	Sell	15,264 -139	-0.9%	-$19.1K	0.61%	29
2023 Q1	$2.01M	Sell	15,403 -40	-0.3%	-$5.48K	0.66%	31
2022 Q4	$2.07M	Sell	15,443 -458	-3%	-$58K	0.79%	27
2022 Q3	$1.66M	Sell	15,901 -2,040	-11%	-$234K	0.62%	28
2022 Q2	$2.02M	Sell	17,941 -34	-0.2%	-$4.21K	0.71%	26
2022 Q1	$2.45M	Buy	17,975 +1,613	+10%	+$238K	0.72%	20
2021 Q4	$2.59M	Buy	+16,362	New	+$2.69M	0.75%	22
2021 Q2	$2.6M	Buy	16,722 +873	+6%	+$137K	0.95%	19
2021 Q1	$2.41M	Buy	15,849 +249	+2%	+$35.8K	1.03%	15
2020 Q4	$1.98M	Buy	+15,600	New	+$1.74M	0.9%	17

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America

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

Capital International Investors

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM