Wechter Feldman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Wechter Feldman Wealth Management’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 Q2	$491K	Hold	3,154	–	–	0.34%	15
2021 Q1	$480K	Hold	3,154	–	–	0.35%	16
2020 Q4	$401K	Buy	3,154 +100	+3%	+$11.2K	0.3%	17
2020 Q3	$294K	Hold	3,054	–	–	0.23%	20
2020 Q2	$287K	Hold	3,054	–	–	0.26%	20
2020 Q1	$275K	Sell	3,054 -512	-14%	-$62.2K	0.67%	17
2019 Q4	$497K	Sell	3,566 -159	-4%	-$20.4K	0.33%	22
2019 Q3	$438K	Hold	3,725	–	–	0.28%	25
2019 Q2	$416K	Hold	3,725	–	–	0.28%	24
2019 Q1	$377K	Hold	3,725	–	–	0.25%	25
2018 Q4	$364K	Hold	3,725	–	–	0.35%	23
2018 Q3	$420K	Hold	3,725	–	–	0.26%	29
2018 Q2	$388K	Buy	3,725 +665	+22%	+$73K	0.27%	27
2018 Q1	$337K	Hold	3,060	–	–	0.24%	24
2017 Q4	$327K	Hold	3,060	–	–	0.23%	23
2017 Q3	$292K	Hold	3,060	–	–	0.22%	19
2017 Q2	$280K	Hold	3,060	–	–	0.22%	20
2017 Q1	$269K	Buy	+3,060	New	+$270K	0.18%	27

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wechter Feldman Wealth Management's JPM Position: Q2 2021 in Review

Wechter Feldman Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2021 at 3,154 shares worth $491K. The position accounts for 0.34% of the portfolio, ranked #15.

Wechter Feldman Wealth Management first reported a position in JPM in Q1 2017 and has held it in 18 quarters since. The position peaked at $497K in Q4 2019. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Wechter Feldman Wealth Management held 3,154 shares of JPMorgan Chase worth $491K as of Q2 2021.
Wechter Feldman Wealth Management left its JPMorgan Chase share count unchanged in Q2 2021.
JPMorgan Chase made up 0.34% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #15 holding.
Wechter Feldman Wealth Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 18 quarters since.
Wechter Feldman Wealth Management's JPMorgan Chase position peaked at $497K in Q4 2019.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.