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Safir Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Safir Wealth Advisors’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
Q1 		– Sell
-400
Closed -$51K – 27
2020
Q4 		$51K Buy
+400
New +$44.7K 0.05% 34

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safir Wealth Advisors's JPM Position: Q1 2021 in Review

Safir Wealth Advisors sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 400 shares — an estimated $51K sold.

Safir Wealth Advisors first reported a position in JPM in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Safir Wealth Advisors reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 400 JPMorgan Chase shares in Q1 2021, an estimated $51K.
  • Safir Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's JPMorgan Chase position peaked at $51K in Q4 2020.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.