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Wealth Enhancement & Preservation of GA’s JPMorgan Chase JPM Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q4 		– Sell
-7,453
Closed -$695K – 58
2020
Q3 		$695K Buy
7,453
+2,084
+39% +$205K 0.72% 34
2020
Q2 		$482K Sell
5,369
-2,459
-31% -$233K 0.6% 35
2020
Q1 		$676K Sell
7,828
-6,020
-43% -$731K 0.64% 23
2019
Q4 		$1.93M Buy
+13,848
New +$1.78M 0.99% 13

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's JPM Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 7,453 shares — an estimated $695K sold.

Wealth Enhancement & Preservation of GA first reported a position in JPM in Q4 2019 and held it in 4 quarters. The position peaked at $1.93M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 7,453 JPMorgan Chase shares in Q4 2020, an estimated $695K.
  • Wealth Enhancement & Preservation of GA first reported a position in JPMorgan Chase in Q4 2019 and held it in 4 quarters.
  • Wealth Enhancement & Preservation of GA's JPMorgan Chase position peaked at $1.93M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.