Squar Milner Financial Services’s JPMorgan Chase JPM Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-12,450	Closed	-$1.17M	–	100
2020 Q2	$1.17M	Buy	12,450 +3,182	+34%	+$302K	0.67%	32
2020 Q1	$834K	Sell	9,268 -1,168	-11%	-$142K	0.5%	31
2019 Q4	$1.45M	Sell	10,436 -2,124	-17%	-$272K	0.73%	20
2019 Q3	$1.21M	Buy	12,560 +3,608	+40%	+$408K	0.62%	40
2019 Q2	$1M	Buy	8,952 +1,504	+20%	+$166K	0.67%	25
2019 Q1	$753K	Buy	7,448 +247	+3%	+$25.4K	0.56%	31
2018 Q4	$703K	Buy	7,201 +601	+9%	+$64K	0.68%	24
2018 Q3	$745K	Sell	6,600 -2,073	-24%	-$235K	0.67%	27
2018 Q2	$904K	Hold	8,673	–	–	0.8%	21
2018 Q1	$954K	Buy	8,673 +95	+1%	+$10.8K	1.2%	17
2017 Q4	$997K	Buy	+8,578	New	+$869K	1.21%	17

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

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

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

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

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

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

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

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

Squar Milner Financial Services's JPM Position: Q3 2020 in Review

Squar Milner Financial Services sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 12,450 shares — an estimated $1.17M sold.

Squar Milner Financial Services first reported a position in JPM in Q4 2017 and held it in 11 quarters. The position peaked at $1.45M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Squar Milner Financial Services reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 12,450 JPMorgan Chase shares in Q3 2020, an estimated $1.17M.
Squar Milner Financial Services first reported a position in JPMorgan Chase in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's JPMorgan Chase position peaked at $1.45M in Q4 2019.
2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.