Glenview State Bank Trust Department’s JPMorgan Chase JPM Stock Holding History

Glenview State Bank Trust Department’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	$1.38M	Sell	8,876 -275	-3%	-$43.2K	0.42%	44
2021 Q1	$1.39M	Buy	9,151 +40	+0.4%	+$5.75K	0.45%	42
2020 Q4	$1.16M	Buy	9,111 +297	+3%	+$33.2K	0.4%	44
2020 Q3	$849K	Hold	8,814	–	–	0.32%	52
2020 Q2	$829K	Hold	8,814	–	–	0.34%	51
2020 Q1	$794K	Buy	8,814 +50	+0.6%	+$6.08K	0.38%	51
2019 Q4	$1.22M	Sell	8,764 -90	-1%	-$11.5K	0.47%	42
2019 Q3	$1.04M	Buy	8,854 +1,500	+20%	+$170K	0.42%	46
2019 Q2	$822K	Buy	7,354 +145	+2%	+$16K	0.34%	55
2019 Q1	$730K	Sell	7,209 -50	-0.7%	-$5.15K	0.31%	59
2018 Q4	$708K	Buy	7,259 +653	+10%	+$69.6K	0.34%	53
2018 Q3	$746K	Hold	6,606	–	–	0.32%	56
2018 Q2	$689K	Hold	6,606	–	–	0.32%	56
2018 Q1	$726K	Hold	6,606	–	–	0.34%	53
2017 Q4	$706K	Hold	6,606	–	–	0.33%	55
2017 Q3	$631K	Hold	6,606	–	–	0.31%	58
2017 Q2	$604K	Hold	6,606	–	–	0.31%	55
2017 Q1	$580K	Hold	6,606	–	–	0.3%	56
2016 Q4	$570K	Sell	6,606 -264	-4%	-$20.1K	0.31%	52
2016 Q3	$458K	Buy	6,870 +247	+4%	+$16.1K	0.26%	58
2016 Q2	$411K	Buy	6,623 +673	+11%	+$42K	0.24%	62
2016 Q1	$352K	Sell	5,950 -700	-11%	-$40.9K	0.21%	63
2015 Q4	$439K	Buy	6,650 +200	+3%	+$13K	0.27%	57
2015 Q3	$394K	Sell	6,450 -3,000	-32%	-$196K	0.27%	58
2015 Q2	$641K	Hold	9,450	–	–	0.39%	49
2015 Q1	$572K	Buy	9,450 +300	+3%	+$17.8K	0.34%	53
2014 Q4	$573K	Hold	9,150	–	–	0.34%	50
2014 Q3	$551K	Hold	9,150	–	–	0.34%	53
2014 Q2	$527K	Sell	9,150 -2,124	-19%	-$119K	0.32%	52
2014 Q1	$685K	Hold	11,274	–	–	0.43%	49
2013 Q4	$659K	Buy	+11,274	New	+$618K	0.41%	49

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glenview State Bank Trust Department's JPM Position: Q2 2021 in Review

Glenview State Bank Trust Department reduced its JPMorgan Chase (JPM) stake by 3% in Q2 2021, selling an estimated $43.2K and leaving 8,876 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #44.

Glenview State Bank Trust Department first reported a position in JPM in Q4 2013 and has held it in 31 quarters since. The position peaked at $1.39M in Q1 2021. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Glenview State Bank Trust Department held 8,876 shares of JPMorgan Chase worth $1.38M as of Q2 2021.
Glenview State Bank Trust Department sold 275 JPMorgan Chase shares in Q2 2021, an estimated $43.2K.
JPMorgan Chase made up 0.42% of Glenview State Bank Trust Department's portfolio in Q2 2021, its #44 holding.
Glenview State Bank Trust Department first reported a position in JPMorgan Chase in Q4 2013 and has held it in 31 quarters since.
Glenview State Bank Trust Department's JPMorgan Chase position peaked at $1.39M in Q1 2021.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Glenview State Bank Trust Department's 13F filing for Q2 2021, filed 28 Jul 2021.