SFI Advisors’s JPMorgan Chase JPM Stock Holding History

SFI 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
2022 Q2	–	Sell	-398	Closed	-$54.3K	–	67
2022 Q1	$54.3K	Buy	+398	New	+$58.7K	33.06%	1

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SFI Advisors's JPM Position: Q2 2022 in Review

SFI Advisors sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 398 shares — an estimated $54.3K sold.

SFI Advisors first reported a position in JPM in Q1 2022 and held it in 1 quarter. The position peaked at $54.3K in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

SFI Advisors reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
SFI Advisors sold 398 JPMorgan Chase shares in Q2 2022, an estimated $54.3K.
SFI Advisors first reported a position in JPMorgan Chase in Q1 2022 and held it in 1 quarter.
SFI Advisors's JPMorgan Chase position peaked at $54.3K in Q1 2022.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on SFI Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.