Strategic Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Strategic Wealth Management Group’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 Q2	–	Sell	-1,722	Closed	-$262K	–	129
2021 Q1	$262K	Sell	1,722 -137	-7%	-$19.7K	0.1%	116
2020 Q4	$236K	Buy	+1,859	New	+$208K	0.1%	110
2020 Q3	–	Sell	-2,642	Closed	-$249K	–	124
2020 Q2	$249K	Buy	2,642 +144	+6%	+$13.7K	0.15%	77
2020 Q1	$225K	Buy	2,498 +15	+0.6%	+$1.82K	0.17%	69
2019 Q4	$346K	Buy	2,483 +505	+26%	+$64.8K	0.22%	59
2019 Q3	$233K	Hold	1,978	–	–	0.17%	69
2019 Q2	$221K	Sell	1,978 -103	-5%	-$11.4K	0.17%	76
2019 Q1	$211K	Buy	2,081 +6	+0.3%	+$618	0.17%	75
2018 Q4	$203K	Buy	+2,075	New	+$221K	0.19%	75

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Wealth Management Group's JPM Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,722 shares — an estimated $262K sold.

Strategic Wealth Management Group first reported a position in JPM in Q4 2018 and held it in 9 quarters. The position peaked at $346K in Q4 2019. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Strategic Wealth Management Group reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
Strategic Wealth Management Group sold 1,722 JPMorgan Chase shares in Q2 2021, an estimated $262K.
Strategic Wealth Management Group first reported a position in JPMorgan Chase in Q4 2018 and held it in 9 quarters.
Strategic Wealth Management Group's JPMorgan Chase position peaked at $346K in Q4 2019.
3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.