Derby & Company’s JPMorgan Chase JPM Stock Holding History

Derby & Company’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	$334K	Buy	2,041 +168	+9%	+$26.3K	0.07%	61
2021 Q2	$291K	Hold	1,873	–	–	0.06%	67
2021 Q1	$285K	Hold	1,873	–	–	0.06%	69
2020 Q4	$238K	Buy	+1,873	New	+$209K	0.06%	66
2020 Q1	–	Sell	-1,725	Closed	-$240K	–	54
2019 Q4	$240K	Hold	1,725	–	–	0.09%	54
2019 Q3	$203K	Buy	+1,725	New	+$195K	0.1%	31
2018 Q4	–	Sell	-3,362	Closed	-$379K	–	26
2018 Q3	$379K	Hold	3,362	–	–	0.22%	20
2018 Q2	$350K	Hold	3,362	–	–	0.21%	27
2018 Q1	$370K	Buy	+3,362	New	+$381K	0.24%	27

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Derby & Company's JPM Position: Q3 2021 in Review

Derby & Company increased its JPMorgan Chase (JPM) stake by 9% in Q3 2021, buying an estimated $26.3K and bringing the position to 2,041 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #61.

Derby & Company first reported a position in JPM in Q1 2018 and has held it in 9 quarters since. The position peaked at $379K in Q3 2018. 3,234 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Derby & Company held 2,041 shares of JPMorgan Chase worth $334K as of Q3 2021.
Derby & Company bought 168 JPMorgan Chase shares in Q3 2021, an estimated $26.3K.
JPMorgan Chase made up 0.07% of Derby & Company's portfolio in Q3 2021, its #61 holding.
Derby & Company first reported a position in JPMorgan Chase in Q1 2018 and has held it in 9 quarters since.
Derby & Company's JPMorgan Chase position peaked at $379K in Q3 2018.
3,234 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.