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CAMG Solamere Management’s JPMorgan Chase JPM Stock Holding History

CAMG Solamere Management’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 		$1.9M Buy
11,604
+796
+7% +$125K 1.56% 22
2021
Q2 		$1.68M Sell
10,808
-73
-0.7% -$11.5K 1.45% 22
2021
Q1 		$1.66M Sell
10,881
-3,391
-24% -$488K 1.43% 26
2020
Q4 		$1.81M Sell
14,272
-21,202
-60% -$2.37M 1.52% 22
2020
Q3 		$3.42M Sell
35,474
-942
-3% -$92.5K 1.91% 10
2020
Q2 		$3.42M Sell
36,416
-16,122
-31% -$1.53M 1.89% 10
2020
Q1 		$4.73M Buy
52,538
+12,287
+31% +$1.49M 2.49% 5
2019
Q4 		$5.61M Buy
40,251
+529
+1% +$67.8K 2.59% 9
2019
Q3 		$4.67M Sell
39,722
-3,989
-9% -$451K 2.34% 12
2019
Q2 		$4.89M Sell
43,711
-2,762
-6% -$305K 2.24% 14
2019
Q1 		$4.7M Sell
46,473
-5,421
-10% -$558K 2.34% 11
2018
Q4 		$5.07M Buy
51,894
+3,480
+7% +$371K 2.83% 8
2018
Q3 		$5.46M Sell
48,414
-3,365
-6% -$382K 2.79% 3
2018
Q2 		$5.4M Buy
51,779
+1,905
+4% +$209K 2.65% 5
2018
Q1 		$5.49M Buy
49,874
+1,441
+3% +$163K 2.5% 5
2017
Q4 		$5.18M Buy
48,433
+3,818
+9% +$387K 2.3% 6
2017
Q3 		$4.26M Buy
44,615
+4,084
+10% +$377K 2.13% 8
2017
Q2 		$3.71M Buy
40,531
+1,841
+5% +$159K 2.12% 8
2017
Q1 		$3.4M Buy
38,690
+16,121
+71% +$1.42M 1.99% 9
2016
Q4 		$1.95M Buy
+22,569
New +$1.72M 1.37% 21

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

CAMG Solamere Management's JPM Position: Q3 2021 in Review

CAMG Solamere Management increased its JPMorgan Chase (JPM) stake by 7.4% in Q3 2021, buying an estimated $125K and bringing the position to 11,604 shares worth $1.9M. The position accounts for 1.56% of the portfolio, ranked #22.

CAMG Solamere Management first reported a position in JPM in Q4 2016 and has held it in 20 quarters since. The position peaked at $5.61M in Q4 2019. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • CAMG Solamere Management held 11,604 shares of JPMorgan Chase worth $1.9M as of Q3 2021.
  • CAMG Solamere Management bought 796 JPMorgan Chase shares in Q3 2021, an estimated $125K.
  • JPMorgan Chase made up 1.56% of CAMG Solamere Management's portfolio in Q3 2021, its #22 holding.
  • CAMG Solamere Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 20 quarters since.
  • CAMG Solamere Management's JPMorgan Chase position peaked at $5.61M in Q4 2019.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on CAMG Solamere Management's 13F filing for Q3 2021, filed 12 Nov 2021.