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WealthStone’s JPMorgan Chase JPM Stock Holding History

WealthStone’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
Q1 		$1.41M Buy
9,244
+1,865
+25% +$268K 0.49% 30
2020
Q4 		$938K Buy
7,379
+498
+7% +$55.7K 0.33% 42
2020
Q3 		$662K Sell
6,881
-964
-12% -$94.7K 0.3% 52
2020
Q2 		$738K Buy
+7,845
New +$744K 0.35% 40
2020
Q1 		– Sell
-1,759
Closed -$250K – 36
2019
Q4 		$250K Sell
1,759
-3,550
-67% -$455K 0.15% 32
2019
Q3 		$625K Sell
5,309
-10
-0.2% -$1.13K 0.33% 29
2019
Q2 		$595K Buy
+5,319
New +$586K 0.27% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

WealthStone's JPM Position: Q1 2021 in Review

WealthStone increased its JPMorgan Chase (JPM) stake by 25% in Q1 2021, buying an estimated $268K and bringing the position to 9,244 shares worth $1.41M. The position accounts for 0.49% of the portfolio, ranked #30.

WealthStone first reported a position in JPM in Q2 2019 and has held it in 7 quarters since. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • WealthStone held 9,244 shares of JPMorgan Chase worth $1.41M as of Q1 2021.
  • WealthStone bought 1,865 JPMorgan Chase shares in Q1 2021, an estimated $268K.
  • JPMorgan Chase made up 0.49% of WealthStone's portfolio in Q1 2021, its #30 holding.
  • WealthStone first reported a position in JPMorgan Chase in Q2 2019 and has held it in 7 quarters since.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.