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Covenant Multifamily Offices’s JPMorgan Chase JPM Stock Holding History

Covenant Multifamily Offices’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 		$1.78M Buy
10,574
+264
+3% +$41.4K 0.32% 56
2021
Q2 		$1.6M Buy
10,310
+2,710
+36% +$426K 0.29% 61
2021
Q1 		$1.16M Buy
7,600
+5,527
+267% +$795K 0.24% 71
2020
Q4 		$263K Buy
+2,073
New +$232K 0.05% 115
2020
Q1 		– Sell
-15,074
Closed -$177K – 153
2019
Q4 		$177K Buy
+15,074
New +$1.93M 0.03% 172

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

Covenant Multifamily Offices's JPM Position: Q3 2021 in Review

Covenant Multifamily Offices increased its JPMorgan Chase (JPM) stake by 2.6% in Q3 2021, buying an estimated $41.4K and bringing the position to 10,574 shares worth $1.78M. The position accounts for 0.32% of the portfolio, ranked #56.

Covenant Multifamily Offices first reported a position in JPM in Q4 2019 and has held it in 5 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Covenant Multifamily Offices held 10,574 shares of JPMorgan Chase worth $1.78M as of Q3 2021.
  • Covenant Multifamily Offices bought 264 JPMorgan Chase shares in Q3 2021, an estimated $41.4K.
  • JPMorgan Chase made up 0.32% of Covenant Multifamily Offices's portfolio in Q3 2021, its #56 holding.
  • Covenant Multifamily Offices first reported a position in JPMorgan Chase in Q4 2019 and has held it in 5 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Covenant Multifamily Offices's 13F filing for Q3 2021, filed 21 Oct 2021.