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Berman Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Berman Capital 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
Q3 		$2.75M Buy
16,833
+2,875
+21% +$451K 0.43% 30
2021
Q2 		$2.17M Buy
13,958
+2,007
+17% +$315K 0.35% 36
2021
Q1 		$1.82M Buy
11,951
+921
+8% +$133K 0.38% 33
2020
Q4 		$1.4M Buy
11,030
+2,089
+23% +$233K 0.34% 41
2020
Q3 		$859K Sell
8,941
-3,909
-30% -$384K 0.24% 53
2020
Q2 		$1.21M Buy
12,850
+1,079
+9% +$102K 0.32% 42
2020
Q1 		$1.06M Buy
11,771
+5,645
+92% +$686K 0.34% 34
2019
Q4 		$853K Buy
6,126
+195
+3% +$25K 0.25% 44
2019
Q3 		$697K Sell
5,931
-185
-3% -$20.9K 0.22% 53
2019
Q2 		$683K Buy
6,116
+891
+17% +$98.2K 0.22% 51
2019
Q1 		$528K Buy
5,225
+1,096
+27% +$113K 0.18% 63
2018
Q4 		$402K Sell
4,129
-3,814
-48% -$406K 0.16% 60
2018
Q3 		$896K Sell
7,943
-77
-1% -$8.74K 0.38% 37
2018
Q2 		$836K Buy
8,020
+541
+7% +$59.3K 0.29% 45
2018
Q1 		$823K Sell
7,479
-142
-2% -$16.1K 0.31% 43
2017
Q4 		$815K Buy
+7,621
New +$772K 0.27% 47

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Berman Capital Advisors's JPM Position: Q3 2021 in Review

Berman Capital Advisors increased its JPMorgan Chase (JPM) stake by 21% in Q3 2021, buying an estimated $451K and bringing the position to 16,833 shares worth $2.75M. The position accounts for 0.43% of the portfolio, ranked #30.

Berman Capital Advisors first reported a position in JPM in Q4 2017 and has held it in 16 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Berman Capital Advisors held 16,833 shares of JPMorgan Chase worth $2.75M as of Q3 2021.
  • Berman Capital Advisors bought 2,875 JPMorgan Chase shares in Q3 2021, an estimated $451K.
  • JPMorgan Chase made up 0.43% of Berman Capital Advisors's portfolio in Q3 2021, its #30 holding.
  • Berman Capital Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 16 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.