Altavista Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7.44M | Buy |
46,996
+832
| +2% | +$137K | 1.5% | 22 |
|
|
2021
Q3 | $7.56M | Sell |
46,164
-2,187
| -5% | -$343K | 1.68% | 16 |
|
|
2021
Q2 | $7.52M | Buy |
48,351
+834
| +2% | +$131K | 1.64% | 19 |
|
|
2021
Q1 | $7.23M | Sell |
47,517
-1,447
| -3% | -$208K | 1.77% | 14 |
|
|
2020
Q4 | $6.22M | Buy |
48,964
+545
| +1% | +$60.9K | 1.58% | 20 |
|
|
2020
Q3 | $4.66M | Buy |
48,419
+348
| +0.7% | +$34.2K | 1.28% | 26 |
|
|
2020
Q2 | $4.52M | Sell |
48,071
-437
| -0.9% | -$41.5K | 1.31% | 23 |
|
|
2020
Q1 | $4.37M | Buy |
48,508
+3,861
| +9% | +$469K | 1.49% | 22 |
|
|
2019
Q4 | $6.22M | Sell |
44,647
-660
| -1% | -$84.6K | 1.85% | 11 |
|
|
2019
Q3 | $5.33M | Buy |
45,307
+434
| +1% | +$49.1K | 1.66% | 19 |
|
|
2019
Q2 | $5.02M | Buy |
44,873
+148
| +0.3% | +$16.3K | 1.61% | 21 |
|
|
2019
Q1 | $4.53M | Sell |
44,725
-78
| -0.2% | -$8.04K | 1.6% | 22 |
|
|
2018
Q4 | $4.37M | Buy |
44,803
+773
| +2% | +$82.4K | 1.79% | 16 |
|
|
2018
Q3 | $4.97M | Buy |
44,030
+39
| +0.1% | +$4.43K | 1.85% | 17 |
|
|
2018
Q2 | $4.58M | Sell |
43,991
-385
| -0.9% | -$42.2K | 1.84% | 17 |
|
|
2018
Q1 | $4.88M | Buy |
44,376
+6,031
| +16% | +$683K | 2.07% | 15 |
|
|
2017
Q4 | $4.1M | Buy |
38,345
+1,328
| +4% | +$134K | 1.73% | 19 |
|
|
2017
Q3 | $3.54M | Buy |
37,017
+868
| +2% | +$80K | 1.68% | 20 |
|
|
2017
Q2 | $3.3M | Sell |
36,149
-859
| -2% | -$74.1K | 1.64% | 23 |
|
|
2017
Q1 | $3.25M | Buy |
37,008
+3,627
| +11% | +$320K | 1.63% | 23 |
|
|
2016
Q4 | $2.88M | Sell |
33,381
-340
| -1% | -$25.9K | 1.56% | 25 |
|
|
2016
Q3 | $2.25M | Buy |
33,721
+1,003
| +3% | +$65.4K | 1.22% | 30 |
|
|
2016
Q2 | $2.03M | Buy |
32,718
+194
| +0.6% | +$12.1K | 1.12% | 34 |
|
|
2016
Q1 | $1.93M | Buy |
32,524
+2,390
| +8% | +$140K | 1.09% | 34 |
|
|
2015
Q4 | $1.99M | Buy |
30,134
+1,973
| +7% | +$128K | 1.17% | 32 |
|
|
2015
Q3 | $1.72M | Buy |
28,161
+445
| +2% | +$29.1K | 1.13% | 34 |
|
|
2015
Q2 | $1.88M | Buy |
27,716
+3,145
| +13% | +$205K | 1.15% | 36 |
|
|
2015
Q1 | $1.49M | Buy |
24,571
+1,698
| +7% | +$101K | 0.92% | 39 |
|
|
2014
Q4 | $1.43M | Sell |
22,873
-558
| -2% | -$33.6K | 0.88% | 40 |
|
|
2014
Q3 | $1.41M | Buy |
23,431
+9,560
| +69% | +$559K | 0.91% | 37 |
|
|
2014
Q2 | $799K | Sell |
13,871
-567
| -4% | -$31.9K | 0.5% | 53 |
|
|
2014
Q1 | $877K | Buy |
14,438
+128
| +0.9% | +$7.4K | 0.53% | 53 |
|
|
2013
Q4 | $837K | Buy |
14,310
+90
| +0.6% | +$4.93K | 0.51% | 62 |
|
|
2013
Q3 | $735K | Buy |
14,220
+400
| +3% | +$21.5K | 0.48% | 67 |
|
|
2013
Q2 | $730K | Buy |
+13,820
| New | +$703K | 0.49% | 64 |
|
Other funds holding JPM
Altavista Wealth Management's JPM Position: Q4 2021 in Review
Altavista Wealth Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q4 2021, buying an estimated $137K and bringing the position to 46,996 shares worth $7.44M. The position accounts for 1.5% of the portfolio, ranked #22.
Altavista Wealth Management first reported a position in JPM in Q2 2013 and has held it in 35 quarters since. The position peaked at $7.56M in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.
- Altavista Wealth Management held 46,996 shares of JPMorgan Chase worth $7.44M as of Q4 2021.
- Altavista Wealth Management bought 832 JPMorgan Chase shares in Q4 2021, an estimated $137K.
- JPMorgan Chase made up 1.5% of Altavista Wealth Management's portfolio in Q4 2021, its #22 holding.
- Altavista Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's JPMorgan Chase position peaked at $7.56M in Q3 2021.
- 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.