Wealth & Pension Services Group’s JPMorgan Chase JPM Stock Holding History

Wealth & Pension Services 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
2019 Q3	$321K	Buy	2,726 +6	+0.2%	+$679	0.23%	95
2019 Q2	$304K	Sell	2,720 -468	-15%	-$51.6K	0.22%	94
2019 Q1	$323K	Sell	3,188 -89	-3%	-$9.17K	0.25%	87
2018 Q4	$320K	Buy	3,277 +282	+9%	+$30K	0.29%	78
2018 Q3	$338K	Buy	+2,995	New	+$340K	0.34%	63

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

Wealth & Pension Services Group's JPM Position: Q3 2019 in Review

Wealth & Pension Services Group increased its JPMorgan Chase (JPM) stake by 0.22% in Q3 2019, buying an estimated $679 and bringing the position to 2,726 shares worth $321K. The position accounts for 0.23% of the portfolio, ranked #95.

Wealth & Pension Services Group first reported a position in JPM in Q3 2018 and has held it in 5 quarters since. The position peaked at $338K in Q3 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

Wealth & Pension Services Group held 2,726 shares of JPMorgan Chase worth $321K as of Q3 2019.
Wealth & Pension Services Group bought 6 JPMorgan Chase shares in Q3 2019, an estimated $679.
JPMorgan Chase made up 0.23% of Wealth & Pension Services Group's portfolio in Q3 2019, its #95 holding.
Wealth & Pension Services Group first reported a position in JPMorgan Chase in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's JPMorgan Chase position peaked at $338K in Q3 2018.
2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.