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Cloverfields Capital Group’s JPMorgan Chase JPM Stock Holding History

Cloverfields Capital Group’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
-11,885
Closed -$1.81M – 74
2021
Q1 		$1.81M Buy
11,885
+1,302
+12% +$187K 0.59% 16
2020
Q4 		$1.34M Buy
+10,583
New +$1.18M 0.51% 16

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cloverfields Capital Group's JPM Position: Q2 2021 in Review

Cloverfields Capital Group sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 11,885 shares — an estimated $1.81M sold.

Cloverfields Capital Group first reported a position in JPM in Q4 2020 and held it in 2 quarters. The position peaked at $1.81M in Q1 2021. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Cloverfields Capital Group reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
  • Cloverfields Capital Group sold 11,885 JPMorgan Chase shares in Q2 2021, an estimated $1.81M.
  • Cloverfields Capital Group first reported a position in JPMorgan Chase in Q4 2020 and held it in 2 quarters.
  • Cloverfields Capital Group's JPMorgan Chase position peaked at $1.81M in Q1 2021.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Cloverfields Capital Group's 13F filing for Q2 2021, filed 12 Aug 2021.