MACRO Consulting Group’s JPMorgan Chase JPM Stock Holding History

MACRO Consulting Group’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	$2.69M	Sell	17,309 -1,827	-10%	-$287K	1.39%	13
2021 Q1	$2.91M	Sell	19,136 -424	-2%	-$61K	1.57%	13
2020 Q4	$2.48M	Buy	19,560 +251	+1%	+$28.1K	1.44%	14
2020 Q3	$1.89M	Buy	+19,309	New	+$1.9M	1.24%	22
2020 Q2	–	Sell	-2,485	Closed	-$225K	–	96
2020 Q1	$225K	Buy	2,485 +213	+9%	+$25.9K	0.17%	74
2019 Q4	$317K	Hold	2,272	–	–	0.25%	50
2019 Q3	$266K	Buy	+2,272	New	+$257K	0.23%	53

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

MACRO Consulting Group's JPM Position: Q2 2021 in Review

MACRO Consulting Group reduced its JPMorgan Chase (JPM) stake by 9.5% in Q2 2021, selling an estimated $287K and leaving 17,309 shares worth $2.69M. The position accounts for 1.39% of the portfolio, ranked #13.

MACRO Consulting Group first reported a position in JPM in Q3 2019 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2021. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

MACRO Consulting Group held 17,309 shares of JPMorgan Chase worth $2.69M as of Q2 2021.
MACRO Consulting Group sold 1,827 JPMorgan Chase shares in Q2 2021, an estimated $287K.
JPMorgan Chase made up 1.39% of MACRO Consulting Group's portfolio in Q2 2021, its #13 holding.
MACRO Consulting Group first reported a position in JPMorgan Chase in Q3 2019 and has held it in 7 quarters since.
MACRO Consulting Group's JPMorgan Chase position peaked at $2.91M in Q1 2021.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on MACRO Consulting Group's 13F filing for Q2 2021, filed 16 Aug 2021.