Tru Independence Asset Management 2’s JPMorgan Chase JPM Stock Holding History

Tru Independence Asset Management 2’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	-1,642	Closed	-$224K	–	83
2022 Q1	$224K	Sell	1,642 -472	-22%	-$69.7K	0.13%	86
2021 Q4	$335K	Buy	2,114 +488	+30%	+$80.1K	0.18%	93
2021 Q3	$266K	Buy	1,626 +109	+7%	+$17.1K	0.19%	84
2021 Q2	$236K	Sell	1,517 -23	-1%	-$3.61K	0.16%	103
2021 Q1	$234K	Buy	1,540 +43	+3%	+$6.19K	0.19%	97
2020 Q4	$190K	Buy	+1,497	New	+$167K	0.16%	99

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tru Independence Asset Management 2's JPM Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 1,642 shares — an estimated $224K sold.

Tru Independence Asset Management 2 first reported a position in JPM in Q4 2020 and held it in 6 quarters. The position peaked at $335K in Q4 2021. 3,424 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Tru Independence Asset Management 2 reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 1,642 JPMorgan Chase shares in Q2 2022, an estimated $224K.
Tru Independence Asset Management 2 first reported a position in JPMorgan Chase in Q4 2020 and held it in 6 quarters.
Tru Independence Asset Management 2's JPMorgan Chase position peaked at $335K in Q4 2021.
3,424 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.