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Atlanta Financial Associates’s JPMorgan Chase JPM Stock Holding History

Atlanta Financial Associates’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 		$319K Hold
2,512
– – 0.15% 50
2020
Q4 		$319K Hold
2,512
– – 0.15% 51
2020
Q3 		$242K Buy
2,512
+57
+2% +$5.6K 0.12% 57
2020
Q2 		$231K Buy
2,455
+124
+5% +$11.8K 0.13% 57
2020
Q1 		$210K Buy
+2,331
New +$283K 0.17% 55

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

Atlanta Financial Associates's JPM Position: Q1 2021 in Review

Atlanta Financial Associates held its JPMorgan Chase (JPM) position steady in Q1 2021 at 2,512 shares worth $319K. The position accounts for 0.15% of the portfolio, ranked #50.

Atlanta Financial Associates first reported a position in JPM in Q1 2020 and has held it in 5 quarters since. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Atlanta Financial Associates held 2,512 shares of JPMorgan Chase worth $319K as of Q1 2021.
  • Atlanta Financial Associates left its JPMorgan Chase share count unchanged in Q1 2021.
  • JPMorgan Chase made up 0.15% of Atlanta Financial Associates's portfolio in Q1 2021, its #50 holding.
  • Atlanta Financial Associates first reported a position in JPMorgan Chase in Q1 2020 and has held it in 5 quarters since.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.