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Blue Water Life Science Advisors’s JPMorgan Chase JPM Stock Holding History

Blue Water Life Science 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
Q4 		– Sell
-13,762
Closed -$616K – 21
2021
Q3 		$616K Hold
13,762
– – 0.2% 18
2021
Q2 		$613K Buy
13,762
+12,000
+681% +$1.88M 0.23% 16
2021
Q1 		$268K Buy
+1,762
New +$253K 0.13% 24

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Blue Water Life Science Advisors's JPM Position: Q4 2021 in Review

Blue Water Life Science Advisors sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 13,762 shares — an estimated $616K sold.

Blue Water Life Science Advisors first reported a position in JPM in Q1 2021 and held it in 3 quarters. The position peaked at $616K in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Blue Water Life Science Advisors reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
  • Blue Water Life Science Advisors sold 13,762 JPMorgan Chase shares in Q4 2021, an estimated $616K.
  • Blue Water Life Science Advisors first reported a position in JPMorgan Chase in Q1 2021 and held it in 3 quarters.
  • Blue Water Life Science Advisors's JPMorgan Chase position peaked at $616K in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Blue Water Life Science Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.