Donor Advised Charitable Giving’s JPMorgan Chase JPM Stock Holding History

Donor Advised Charitable Giving’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	–	Sell	-3,150	Closed	-$490K	–	81
2021 Q2	$490K	Hold	3,150	–	–	0.06%	87
2021 Q1	$480K	Hold	3,150	–	–	0.05%	86
2020 Q4	$400K	Hold	3,150	–	–	0.05%	92
2020 Q3	$303K	Hold	3,150	–	–	0.09%	48
2020 Q2	$296K	Hold	3,150	–	–	0.11%	41
2020 Q1	$284K	Sell	3,150 -4,475	-59%	-$544K	0.14%	37
2019 Q4	$1.06M	Sell	7,625 -200	-3%	-$25.7K	0.57%	8
2019 Q3	$921K	Sell	7,825 -250	-3%	-$28.3K	0.72%	9
2019 Q2	$903K	Buy	8,075 +2,025	+33%	+$223K	0.73%	11
2019 Q1	$612K	Sell	6,050 -2,000	-25%	-$206K	0.51%	13
2018 Q4	$786K	Buy	+8,050	New	+$858K	0.92%	8

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Donor Advised Charitable Giving's JPM Position: Q3 2021 in Review

Donor Advised Charitable Giving sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 3,150 shares — an estimated $490K sold.

Donor Advised Charitable Giving first reported a position in JPM in Q4 2018 and held it in 11 quarters. The position peaked at $1.06M in Q4 2019. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Donor Advised Charitable Giving reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 3,150 JPMorgan Chase shares in Q3 2021, an estimated $490K.
Donor Advised Charitable Giving first reported a position in JPMorgan Chase in Q4 2018 and held it in 11 quarters.
Donor Advised Charitable Giving's JPMorgan Chase position peaked at $1.06M in Q4 2019.
3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q3 2021, filed 14 Oct 2021.