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Element Pointe Advisors’s JPMorgan Chase JPM Stock Holding History

Element Pointe Advisors’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 		– Sell
-3,311
Closed -$421K – 130
2020
Q4 		$421K Buy
3,311
+100
+3% +$11.2K 0.16% 85
2020
Q3 		$309K Sell
3,211
-53
-2% -$5.21K 0.14% 89
2020
Q2 		$307K Buy
3,264
+837
+34% +$79.4K 0.16% 73
2020
Q1 		$218K Buy
2,427
+670
+38% +$81.4K 0.13% 72
2019
Q4 		$245K Hold
1,757
– – 0.13% 77
2019
Q3 		$207K Buy
+1,757
New +$199K 0.12% 88
2019
Q1 		– Sell
-3,001
Closed -$293K – 92
2018
Q4 		$293K Buy
+3,001
New +$320K 0.19% 55

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

Element Pointe Advisors's JPM Position: Q1 2021 in Review

Element Pointe Advisors sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 3,311 shares — an estimated $421K sold.

Element Pointe Advisors first reported a position in JPM in Q4 2018 and held it in 7 quarters. The position peaked at $421K in Q4 2020. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Element Pointe Advisors reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Element Pointe Advisors sold 3,311 JPMorgan Chase shares in Q1 2021, an estimated $421K.
  • Element Pointe Advisors first reported a position in JPMorgan Chase in Q4 2018 and held it in 7 quarters.
  • Element Pointe Advisors's JPMorgan Chase position peaked at $421K in Q4 2020.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Element Pointe Advisors's 13F filing for Q1 2021, filed 7 May 2021.