Level Four Financial’s JPMorgan Chase JPM Stock Holding History

Level Four Financial’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 Q1	–	Sell	-100	Closed	-$3K	–	317
2020 Q4	$3K	Buy	+100	New	+$11.2K	﹤0.01%	317

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Level Four Financial's JPM Position: Q3 2021 in Review

Level Four Financial reduced its JPMorgan Chase (JPM) stake by 1.8% in Q3 2021, selling an estimated $38.9K and leaving 13,806 shares worth $2.26M. The position accounts for 0.98% of the portfolio, ranked #19.

Level Four Financial 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.

Level Four Financial held 13,806 shares of JPMorgan Chase worth $2.26M as of Q3 2021.
Level Four Financial sold 248 JPMorgan Chase shares in Q3 2021, an estimated $38.9K.
JPMorgan Chase made up 0.98% of Level Four Financial's portfolio in Q3 2021, its #19 holding.
Level Four Financial 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 Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.