BJ
JPM icon

Brouwer & Janachowski’s JPMorgan Chase JPM Stock Holding History

Brouwer & Janachowski’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 		$357K Hold
2,182
– – 0.06% 43
2021
Q2 		$339K Sell
2,182
-57
-3% -$8.95K 0.06% 44
2021
Q1 		$341K Hold
2,239
– – 0.06% 40
2020
Q4 		$285K Hold
2,239
– – 0.05% 43
2020
Q3 		$216K Hold
2,239
– – 0.04% 46
2020
Q2 		$211K Sell
2,239
-945
-30% -$89.7K 0.04% 47
2020
Q1 		$287K Sell
3,184
-522
-14% -$63.4K 0.06% 40
2019
Q4 		$517K Sell
3,706
-62
-2% -$7.95K 0.09% 34
2019
Q3 		$443K Buy
3,768
+250
+7% +$28.3K 0.08% 35
2019
Q2 		$393K Hold
3,518
– – 0.07% 38
2019
Q1 		$356K Buy
3,518
+191
+6% +$19.7K 0.06% 41
2018
Q4 		$325K Hold
3,327
– – 0.06% 39
2018
Q3 		$375K Hold
3,327
– – 0.07% 40
2018
Q2 		$347K Hold
3,327
– – 0.07% 38
2018
Q1 		$366K Sell
3,327
-180
-5% -$20.4K 0.07% 38
2017
Q4 		$375K Sell
3,507
-434
-11% -$43.9K 0.07% 43
2017
Q3 		$376K Sell
3,941
-4,742
-55% -$437K 0.07% 41
2017
Q2 		$794K Buy
8,683
+4,547
+110% +$392K 0.16% 30
2017
Q1 		$363K Buy
4,136
+1,102
+36% +$97.2K 0.08% 38
2016
Q4 		$262K Sell
3,034
-404
-12% -$30.8K 0.06% 42
2016
Q3 		$229K Buy
+3,438
New +$224K 0.06% 47
2016
Q1 		– Sell
-3,138
Closed -$207K – 50
2015
Q4 		$207K Sell
3,138
-2,343
-43% -$153K 0.11% 38
2015
Q3 		$334K Hold
5,481
– – 0.16% 40
2015
Q2 		$372K Buy
5,481
+1,823
+50% +$119K 0.16% 39
2015
Q1 		$222K Sell
3,658
-1,764
-33% -$104K 0.09% 43
2014
Q4 		$339K Sell
5,422
-198
-4% -$11.9K 0.15% 41
2014
Q3 		$338K Hold
5,620
– – 0.16% 40
2014
Q2 		$324K Buy
5,620
+8
+0.1% +$450 0.16% 38
2014
Q1 		$341K Buy
+5,612
New +$324K 0.17% 41

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Brouwer & Janachowski's JPM Position: Q3 2021 in Review

Brouwer & Janachowski held its JPMorgan Chase (JPM) position steady in Q3 2021 at 2,182 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #43.

Brouwer & Janachowski first reported a position in JPM in Q1 2014 and has held it in 29 quarters since. The position peaked at $794K in Q2 2017. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Brouwer & Janachowski held 2,182 shares of JPMorgan Chase worth $357K as of Q3 2021.
  • Brouwer & Janachowski left its JPMorgan Chase share count unchanged in Q3 2021.
  • JPMorgan Chase made up 0.06% of Brouwer & Janachowski's portfolio in Q3 2021, its #43 holding.
  • Brouwer & Janachowski first reported a position in JPMorgan Chase in Q1 2014 and has held it in 29 quarters since.
  • Brouwer & Janachowski's JPMorgan Chase position peaked at $794K in Q2 2017.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.