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Harborview Advisors’s JPMorgan Chase JPM Stock Holding History

Harborview 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
Q3 		$297K Buy
1,812
+3
+0.2% +$470 0.17% 88
2021
Q2 		$281K Buy
1,809
+2
+0.1% +$314 0.16% 88
2021
Q1 		$275K Buy
1,807
+3
+0.2% +$432 0.17% 83
2020
Q4 		$229K Buy
+1,804
New +$202K 0.15% 88

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

Harborview Advisors's JPM Position: Q3 2021 in Review

Harborview Advisors increased its JPMorgan Chase (JPM) stake by 0.17% in Q3 2021, buying an estimated $470 and bringing the position to 1,812 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #88.

Harborview Advisors first reported a position in JPM in Q4 2020 and has held it in 4 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Harborview Advisors held 1,812 shares of JPMorgan Chase worth $297K as of Q3 2021.
  • Harborview Advisors bought 3 JPMorgan Chase shares in Q3 2021, an estimated $470.
  • JPMorgan Chase made up 0.17% of Harborview Advisors's portfolio in Q3 2021, its #88 holding.
  • Harborview Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 4 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.