JMPWA
CHL

JP Morgan Private Wealth Advisors’s China Mobile Limited CHL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CHL Stock Details CHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-31,754
Closed -$1.02M – 1761
2020
Q3 		$1.02M Buy
31,754
+17,328
+120% +$608K ﹤0.01% 883
2020
Q2 		$485K Buy
14,426
+2,889
+25% +$107K ﹤0.01% 1118
2020
Q1 		$435K Buy
11,537
+1,969
+21% +$79.2K ﹤0.01% 987
2019
Q4 		$404K Sell
9,568
-15,256
-61% -$616K ﹤0.01% 1123
2019
Q3 		$1.03M Sell
24,824
-1,761
-7% -$75K 0.01% 740
2019
Q2 		$1.2M Sell
26,585
-1,732
-6% -$80.6K 0.01% 701
2019
Q1 		$1.44M Buy
28,317
+9,089
+47% +$475K 0.01% 686
2018
Q4 		$923K Buy
19,228
+2,840
+17% +$137K 0.01% 770
2018
Q3 		$801K Buy
16,388
+6,096
+59% +$282K ﹤0.01% 900
2018
Q2 		$457K Sell
10,292
-5,203
-34% -$240K ﹤0.01% 1038
2018
Q1 		$709K Buy
15,495
+4,707
+44% +$228K ﹤0.01% 755
2017
Q4 		$546K Sell
10,788
-9,413
-47% -$474K ﹤0.01% 838
2017
Q3 		$1.02M Buy
20,201
+1,927
+11% +$103K 0.01% 625
2017
Q2 		$970K Sell
18,274
-2,781
-13% -$151K 0.01% 628
2017
Q1 		$1.16M Sell
21,055
-5,127
-20% -$286K 0.01% 590
2016
Q4 		$1.37M Sell
26,182
-1,045
-4% -$58.7K 0.01% 515
2016
Q3 		$1.68M Sell
27,227
-918
-3% -$56.3K 0.02% 479
2016
Q2 		$1.63M Sell
28,145
-1,314
-4% -$73.9K 0.02% 489
2016
Q1 		$1.63M Buy
29,459
+19,395
+193% +$1.05M 0.02% 445
2015
Q4 		$567K Buy
+10,064
New +$594K 0.01% 651
2015
Q3 		– Sell
-3,884
Closed -$249K – 1214
2015
Q2 		$249K Buy
3,884
+748
+24% +$51.1K ﹤0.01% 910
2015
Q1 		$204K Buy
+3,136
New +$205K ﹤0.01% 1033
2014
Q4 		– Sell
-3,770
Closed -$221K – 1175
2014
Q3 		$221K Buy
+3,770
New +$217K ﹤0.01% 949

Other funds holding CHL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CHL Position: Q4 2020 in Review

JP Morgan Private Wealth Advisors sold out of China Mobile Limited (CHL) in Q4 2020, closing a stake of 31,754 shares — an estimated $1.02M sold.

JP Morgan Private Wealth Advisors first reported a position in CHL in Q3 2014 and held it in 23 quarters. The position peaked at $1.68M in Q3 2016. 248 funds tracked by Wall St. Rank hold CHL as of Q4 2020.

  • JP Morgan Private Wealth Advisors reported no remaining China Mobile Limited position as of Q4 2020 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 31,754 China Mobile Limited shares in Q4 2020, an estimated $1.02M.
  • JP Morgan Private Wealth Advisors first reported a position in China Mobile Limited in Q3 2014 and held it in 23 quarters.
  • JP Morgan Private Wealth Advisors's China Mobile Limited position peaked at $1.68M in Q3 2016.
  • 248 funds tracked by Wall St. Rank held China Mobile Limited as of Q4 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.