Bel Air Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bel Air Investment Advisors’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	$10.4M	Buy	66,763 +1,067	+2%	+$168K	0.32%	50
2021 Q1	$10M	Buy	+65,696	New	+$9.45M	0.32%	51
2013 Q3	$22M	Buy	425,566 +3,294	+0.8%	+$177K	3.08%	14
2013 Q2	$22.3M	Buy	+422,272	New	+$21.5M	3.26%	11

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

Bel Air Investment Advisors's JPM Position: Q2 2021 in Review

Bel Air Investment Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2021, buying an estimated $168K and bringing the position to 66,763 shares worth $10.4M. The position accounts for 0.32% of the portfolio, ranked #50.

Bel Air Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 4 quarters since. The position peaked at $22.3M in Q2 2013. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Bel Air Investment Advisors held 66,763 shares of JPMorgan Chase worth $10.4M as of Q2 2021.
Bel Air Investment Advisors bought 1,067 JPMorgan Chase shares in Q2 2021, an estimated $168K.
JPMorgan Chase made up 0.32% of Bel Air Investment Advisors's portfolio in Q2 2021, its #50 holding.
Bel Air Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 4 quarters since.
Bel Air Investment Advisors's JPMorgan Chase position peaked at $22.3M in Q2 2013.
3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.