Emerald Mutual Fund Advisers Trust’s JPMorgan Chase JPM Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q2	–	Sell	-2,217	Closed	-$337K	–	229
2021 Q1	$337K	Sell	2,217 -290	-12%	-$41.7K	0.01%	194
2020 Q4	$319K	Buy	2,507 +962	+62%	+$108K	0.01%	202
2020 Q3	$149K	Sell	1,545 -26	-2%	-$2.55K	0.01%	248
2020 Q2	$148K	Buy	+1,571	New	+$149K	0.01%	243
2020 Q1	–	Sell	-989	Closed	-$138K	–	276
2019 Q4	$138K	Buy	+989	New	+$127K	0.01%	214

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Emerald Mutual Fund Advisers Trust's JPM Position: Q2 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 2,217 shares — an estimated $337K sold.

Emerald Mutual Fund Advisers Trust first reported a position in JPM in Q4 2019 and held it in 5 quarters. The position peaked at $337K in Q1 2021. 3,240 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Emerald Mutual Fund Advisers Trust reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 2,217 JPMorgan Chase shares in Q2 2021, an estimated $337K.
Emerald Mutual Fund Advisers Trust first reported a position in JPMorgan Chase in Q4 2019 and held it in 5 quarters.
Emerald Mutual Fund Advisers Trust's JPMorgan Chase position peaked at $337K in Q1 2021.
3,240 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2021, filed 29 Jul 2021.