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Landsberg Bennett & Dubbaneh’s JPMorgan Chase JPM Stock Holding History

Landsberg Bennett & Dubbaneh’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 		$8.42M Buy
50,403
+266
+0.5% +$41.7K 1.07% 16
2021
Q2 		$7.73M Buy
50,137
+325
+0.7% +$51K 1% 20
2021
Q1 		$7.66M Sell
49,812
-5,191
-9% -$747K 1.1% 17
2020
Q4 		$6.99M Sell
55,003
-768
-1% -$85.8K 1.07% 19
2020
Q3 		$5.32M Sell
55,771
-200
-0.4% -$19.6K 0.93% 25
2020
Q2 		$5.21M Buy
55,971
+4,605
+9% +$437K 1.08% 19
2020
Q1 		$4.5M Sell
51,366
-2,327
-4% -$283K 1.25% 22
2019
Q4 		$7.44M Buy
53,693
+282
+0.5% +$36.2K 1.75% 9
2019
Q3 		$6.29M Buy
53,411
+56
+0.1% +$6.33K 1.69% 10
2019
Q2 		$6.07M Sell
53,355
-1,247
-2% -$137K 1.59% 10
2019
Q1 		$5.75M Buy
54,602
+13,029
+31% +$1.34M 1.35% 11
2018
Q4 		$4.06M Buy
+41,573
New +$4.43M 1.56% 7

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Landsberg Bennett & Dubbaneh's JPM Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its JPMorgan Chase (JPM) stake by 0.53% in Q3 2021, buying an estimated $41.7K and bringing the position to 50,403 shares worth $8.42M. The position accounts for 1.07% of the portfolio, ranked #16.

Landsberg Bennett & Dubbaneh first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Landsberg Bennett & Dubbaneh held 50,403 shares of JPMorgan Chase worth $8.42M as of Q3 2021.
  • Landsberg Bennett & Dubbaneh bought 266 JPMorgan Chase shares in Q3 2021, an estimated $41.7K.
  • JPMorgan Chase made up 1.07% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #16 holding.
  • Landsberg Bennett & Dubbaneh first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.