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CSat Investment Advisory’s JPMorgan Chase JPM Stock Holding History

CSat Investment Advisory’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
Q1 		$1.05M Sell
6,909
-1,003
-13% -$144K 0.88% 33
2020
Q4 		$1M Sell
7,912
-957
-11% -$107K 0.93% 28
2020
Q3 		$854K Sell
8,869
-12,369
-58% -$1.21M 0.08% 120
2020
Q2 		$2M Sell
21,238
-3,597
-14% -$341K 0.24% 36
2020
Q1 		$2.24M Buy
24,835
+7
+0% +$850 0.48% 23
2019
Q4 		$3.46M Sell
24,828
-2,966
-11% -$380K 0.91% 8
2019
Q3 		$3.27M Buy
27,794
+479
+2% +$54.2K 1.03% 9
2019
Q2 		$3.05M Buy
27,315
+5,210
+24% +$574K 1.08% 11
2019
Q1 		$2.24M Buy
22,105
+7,350
+50% +$757K 1.13% 15
2018
Q4 		$1.44M Buy
14,755
+1,423
+11% +$152K 0.86% 27
2018
Q3 		$1.5M Sell
13,332
-195
-1% -$22.1K 0.86% 30
2018
Q2 		$1.41M Buy
+13,527
New +$1.48M 0.75% 34
2014
Q4 		– Sell
-165,926
Closed -$10M – 25
2014
Q3 		$10M Buy
165,926
+17,304
+12% +$1.01M 4.18% 15
2014
Q2 		$8.56M Buy
148,622
+33,867
+30% +$1.9M 4.26% 15
2014
Q1 		$6.97M Sell
114,755
-48,581
-30% -$2.81M 3.57% 12
2013
Q4 		$9.55M Sell
163,336
-126,964
-44% -$6.96M 3.77% 14
2013
Q3 		$15M Buy
290,300
+73,230
+34% +$3.93M 4.31% 10
2013
Q2 		$11.5M Buy
+217,070
New +$11M 4.08% 10

Other funds holding JPM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's JPM Position: Q1 2021 in Review

CSat Investment Advisory reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2021, selling an estimated $144K and leaving 6,909 shares worth $1.05M. The position accounts for 0.88% of the portfolio, ranked #33.

CSat Investment Advisory first reported a position in JPM in Q2 2013 and has held it in 18 quarters since. The position peaked at $15M in Q3 2013. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • CSat Investment Advisory held 6,909 shares of JPMorgan Chase worth $1.05M as of Q1 2021.
  • CSat Investment Advisory sold 1,003 JPMorgan Chase shares in Q1 2021, an estimated $144K.
  • JPMorgan Chase made up 0.88% of CSat Investment Advisory's portfolio in Q1 2021, its #33 holding.
  • CSat Investment Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 18 quarters since.
  • CSat Investment Advisory's JPMorgan Chase position peaked at $15M in Q3 2013.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.