Ceera Investments’s JPMorgan Chase JPM Stock Holding History

Ceera Investments’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	–	Sell	-1,402	Closed	-$213K	–	61
2021 Q1	$213K	Buy	+1,402	New	+$202K	0.17%	60

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

Ceera Investments's JPM Position: Q2 2021 in Review

Ceera Investments sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,402 shares — an estimated $213K sold.

Ceera Investments first reported a position in JPM in Q1 2021 and held it in 1 quarter. The position peaked at $213K in Q1 2021. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Ceera Investments reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
Ceera Investments sold 1,402 JPMorgan Chase shares in Q2 2021, an estimated $213K.
Ceera Investments first reported a position in JPMorgan Chase in Q1 2021 and held it in 1 quarter.
Ceera Investments's JPMorgan Chase position peaked at $213K in Q1 2021.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Ceera Investments's 13F filing for Q2 2021, filed 9 Aug 2021.