Clear Perspective Advisors’s JPMorgan Chase JPM Stock Holding History

Clear Perspective 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	$1.62M	Sell	10,254 -132	-1%	-$21.7K	0.49%	36
2021 Q3	$1.7M	Sell	10,386 -32	-0.3%	-$5.02K	0.58%	32
2021 Q2	$1.62M	Sell	10,418 -87	-0.8%	-$13.7K	0.56%	36
2021 Q1	$1.6M	Buy	10,505 +475	+5%	+$68.3K	0.63%	33
2020 Q4	$1.27M	Sell	10,030 -433	-4%	-$48.4K	0.52%	38
2020 Q3	$779	Sell	10,463 -866	-8%	-$85K	0.37%	49
2020 Q2	$1.07M	Buy	11,329 +546	+5%	+$51.8K	0.58%	31
2020 Q1	$971K	Sell	10,783 -1,870	-15%	-$227K	0.65%	29
2019 Q4	$1.76M	Buy	12,653 +245	+2%	+$31.4K	1.09%	21
2019 Q3	$1.46M	Buy	12,408 +11	+0.1%	+$1.24K	0.66%	34
2019 Q2	$1.39M	Sell	12,397 -3,987	-24%	-$440K	0.89%	27
2019 Q1	$1.82M	Buy	16,384 +7,340	+81%	+$756K	1.29%	19
2018 Q4	$883K	Buy	9,044 +1,006	+13%	+$107K	0.73%	37
2018 Q3	$907K	Buy	8,038 +270	+3%	+$30.6K	0.67%	38
2018 Q2	$809K	Buy	7,768 +1,350	+21%	+$148K	0.57%	43
2018 Q1	$706K	Buy	6,418 +2,881	+81%	+$326K	0.53%	50
2017 Q4	$378K	Buy	3,537 +100	+3%	+$10.1K	0.29%	89
2017 Q3	$328K	Hold	3,437	–	–	0.27%	97
2017 Q2	$314K	Buy	3,437 +200	+6%	+$17.3K	0.26%	93
2017 Q1	$284K	Sell	3,237 -400	-11%	-$35.3K	0.19%	99
2016 Q4	$314K	Buy	+3,637	New	+$277K	0.21%	100

Other funds holding JPM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clear Perspective Advisors's JPM Position: Q4 2021 in Review

Clear Perspective Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q4 2021, selling an estimated $21.7K and leaving 10,254 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #36.

Clear Perspective Advisors first reported a position in JPM in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.82M in Q1 2019. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Clear Perspective Advisors held 10,254 shares of JPMorgan Chase worth $1.62M as of Q4 2021.
Clear Perspective Advisors sold 132 JPMorgan Chase shares in Q4 2021, an estimated $21.7K.
JPMorgan Chase made up 0.49% of Clear Perspective Advisors's portfolio in Q4 2021, its #36 holding.
Clear Perspective Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's JPMorgan Chase position peaked at $1.82M in Q1 2019.
3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.