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FMA Advisory’s JPMorgan Chase JPM Stock Holding History

FMA 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
Q3 		$5.64M Sell
34,477
-515
-1% -$80.7K 2.1% 8
2021
Q2 		$5.44M Buy
34,992
+617
+2% +$96.9K 2.02% 12
2021
Q1 		$5.23M Buy
34,375
+435
+1% +$62.6K 1.62% 14
2020
Q4 		$4.31M Sell
33,940
-91
-0.3% -$10.2K 1.44% 15
2020
Q3 		$3.28M Buy
34,031
+926
+3% +$90.9K 1.31% 20
2020
Q2 		$3.11M Buy
33,105
+195
+0.6% +$18.5K 1.4% 21
2020
Q1 		$2.96M Sell
32,910
-359
-1% -$43.6K 1.61% 15
2019
Q4 		$4.64M Buy
33,269
+525
+2% +$67.3K 1.86% 12
2019
Q3 		$3.85M Sell
32,744
-415
-1% -$46.9K 1.67% 14
2019
Q2 		$3.71M Sell
33,159
-533
-2% -$58.8K 1.65% 14
2019
Q1 		$3.41M Sell
33,692
-20
-0.1% -$2.06K 1.56% 15
2018
Q4 		$3.29M Sell
33,712
-224
-0.7% -$23.9K 1.7% 12
2018
Q3 		$3.83M Buy
33,936
+102
+0.3% +$11.6K 1.71% 9
2018
Q2 		$3.53M Buy
33,834
+65
+0.2% +$7.13K 1.66% 11
2018
Q1 		$3.71M Buy
33,769
+717
+2% +$81.2K 1.81% 8
2017
Q4 		$3.54M Buy
33,052
+1,644
+5% +$166K 1.66% 12
2017
Q3 		$3M Sell
31,408
-804
-2% -$74.1K 1.75% 11
2017
Q2 		$2.94K Sell
32,212
-1,660
-5% -$143K 1.51% 12
2017
Q1 		$2.98M Buy
+33,872
New +$2.99M 1.51% 16
2015
Q2 		$1.68M Buy
+24,825
New +$1.62M 1.05% 31
2014
Q4 		$3.23M Buy
51,566
+1,660
+3% +$99.9K 1.12% 27
2014
Q3 		$3.01M Sell
49,906
-818
-2% -$47.8K 1.11% 28
2014
Q2 		$2.92M Buy
50,724
+171
+0.3% +$9.61K 1.08% 29
2014
Q1 		$3.07M Buy
50,553
+2,574
+5% +$149K 1.2% 23
2013
Q4 		$2.81M Buy
47,979
+1,370
+3% +$75.1K 1.15% 28
2013
Q3 		$2.41M Buy
46,609
+6,599
+16% +$354K 0.96% 33
2013
Q2 		$2.11M Buy
+40,010
New +$2.03M 0.89% 35

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FMA Advisory's JPM Position: Q3 2021 in Review

FMA Advisory reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2021, selling an estimated $80.7K and leaving 34,477 shares worth $5.64M. The position accounts for 2.1% of the portfolio, ranked #8.

FMA Advisory first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • FMA Advisory held 34,477 shares of JPMorgan Chase worth $5.64M as of Q3 2021.
  • FMA Advisory sold 515 JPMorgan Chase shares in Q3 2021, an estimated $80.7K.
  • JPMorgan Chase made up 2.1% of FMA Advisory's portfolio in Q3 2021, its #8 holding.
  • FMA Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.