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FormulaFolio Investments’s JPMorgan Chase JPM Stock Holding History

FormulaFolio Investments’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 		$45K Hold
286
– – 0.02% 150
2021
Q1 		$45K Sell
286
-78,898
-100% -$11.4M 0.01% 146
2020
Q4 		$10.1M Buy
79,184
+45,484
+135% +$5.08M 0.21% 87
2020
Q3 		$3.24M Buy
33,700
+4,998
+17% +$491K 0.13% 71
2020
Q2 		$2.7M Buy
28,702
+11,350
+65% +$1.08M 0.11% 77
2020
Q1 		$1.56M Sell
17,352
-344
-2% -$41.8K 0.08% 86
2019
Q4 		$2.47M Sell
17,696
-755
-4% -$96.8K 0.09% 108
2019
Q3 		$2.17M Buy
18,451
+144
+0.8% +$16.3K 0.08% 106
2019
Q2 		$2.05M Buy
18,307
+1,464
+9% +$161K 0.09% 92
2019
Q1 		$1.71M Sell
16,843
-5,415
-24% -$558K 0.07% 95
2018
Q4 		$2.51M Hold
22,258
– – 0.11% 73
2018
Q3 		$2.51M Buy
22,258
+2,040
+10% +$232K 0.11% 73
2018
Q2 		$2.11M Buy
20,218
+16,848
+500% +$1.85M 0.1% 74
2018
Q1 		$371K Buy
3,370
+269
+9% +$30.5K 0.02% 208
2017
Q4 		$332K Buy
3,101
+275
+10% +$27.8K 0.02% 211
2017
Q3 		$270K Buy
2,826
+226
+9% +$20.8K 0.02% 192
2017
Q2 		$238K Sell
2,600
-428
-14% -$36.9K 0.02% 194
2017
Q1 		$266K Buy
+3,028
New +$267K 0.03% 174
2016
Q2 		– Sell
-19,701
Closed -$1.17M – 134
2016
Q1 		$1.17M Buy
+19,701
New +$1.15M 0.2% 44

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FormulaFolio Investments's JPM Position: Q2 2021 in Review

FormulaFolio Investments held its JPMorgan Chase (JPM) position steady in Q2 2021 at 286 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #150.

FormulaFolio Investments first reported a position in JPM in Q1 2016 and has held it in 19 quarters since. The position peaked at $10.1M in Q4 2020. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • FormulaFolio Investments held 286 shares of JPMorgan Chase worth $45K as of Q2 2021.
  • FormulaFolio Investments left its JPMorgan Chase share count unchanged in Q2 2021.
  • JPMorgan Chase made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #150 holding.
  • FormulaFolio Investments first reported a position in JPMorgan Chase in Q1 2016 and has held it in 19 quarters since.
  • FormulaFolio Investments's JPMorgan Chase position peaked at $10.1M in Q4 2020.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.