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Vahanian & Associates Financial Planning’s JPMorgan Chase JPM Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q1 		– Sell
-1,583
Closed -$212K – 78
2022
Q4 		$212K Buy
+1,583
New +$201K 0.69% 49
2022
Q1 		– Sell
-4,327
Closed -$685K – 110
2021
Q4 		$685K Buy
+4,327
New +$711K 0.55% 44

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vahanian & Associates Financial Planning's JPM Position: Q1 2023 in Review

Vahanian & Associates Financial Planning sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 1,583 shares — an estimated $212K sold.

Vahanian & Associates Financial Planning first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $685K in Q4 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Vahanian & Associates Financial Planning reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,583 JPMorgan Chase shares in Q1 2023, an estimated $212K.
  • Vahanian & Associates Financial Planning first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's JPMorgan Chase position peaked at $685K in Q4 2021.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2023, filed 18 Apr 2023.