XR Securities’s JPMorgan Chase JPM Stock Holding History

XR Securities’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 Q2	–	Sell	-7,085	Closed	-$974K	–	427
2023 Q1	$923K	Buy	+7,085	New	+$971K	0.02%	195
2022 Q3	–	Sell	-2,025	Closed	-$232K	–	417
2022 Q2	$228K	Buy	+2,025	New	+$251K	0.08%	151
2022 Q1	–	Sell	-3,810	Closed	-$603K	–	430
2021 Q4	$603K	Buy	3,810 +442	+13%	+$72.6K	0.06%	80
2021 Q3	$551K	Sell	3,368 -5,355	-61%	-$840K	0.25%	79
2021 Q2	$1.36M	Buy	8,723 +5,971	+217%	+$938K	0.59%	28
2021 Q1	$419K	Sell	2,752 -16,438	-86%	-$2.36M	0.02%	100
2020 Q4	$2.44M	Buy	19,190 +12,945	+207%	+$1.45M	0.17%	15
2020 Q3	$601K	Sell	6,245 -5,785	-48%	-$568K	0.05%	44
2020 Q2	$1.13M	Buy	+12,030	New	+$1.14M	0.13%	28
2019 Q4	–	Sell	-7,319	Closed	-$939K	–	277
2019 Q3	$861K	Sell	7,319 -2,076	-22%	-$235K	0.12%	36
2019 Q2	$1.05M	Buy	+9,395	New	+$1.04M	0.2%	30
2019 Q1	–	Sell	-4,036	Closed	-$416K	–	353
2018 Q4	$394K	Buy	+4,036	New	+$430K	0.17%	80

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

XR Securities's JPM Position: Q2 2023 in Review

XR Securities sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 7,085 shares — an estimated $974K sold.

XR Securities first reported a position in JPM in Q4 2018 and held it in 12 quarters. The position peaked at $2.44M in Q4 2020. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

XR Securities reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
XR Securities sold 7,085 JPMorgan Chase shares in Q2 2023, an estimated $974K.
XR Securities first reported a position in JPMorgan Chase in Q4 2018 and held it in 12 quarters.
XR Securities's JPMorgan Chase position peaked at $2.44M in Q4 2020.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on XR Securities's 13F filing for Q2 2023, filed 8 Aug 2023.