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Mader & Shannon Wealth Management’s JPMorgan Chase JPM Stock Holding History

Mader & Shannon Wealth Management’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 		– Sell
-39,476
Closed -$6.14M – 24
2021
Q2 		$6.14M Buy
39,476
+782
+2% +$123K 3.16% 16
2021
Q1 		$5.89M Buy
38,694
+1,202
+3% +$173K 3.45% 12
2020
Q4 		$4.76M Buy
37,492
+1,492
+4% +$167K 3.16% 13
2020
Q3 		$3.46M Buy
36,000
+624
+2% +$61.3K 2.71% 12
2020
Q2 		$3.33M Buy
+35,376
New +$3.36M 2.71% 11
2020
Q1 		– Sell
-15,129
Closed -$2.11M – 19
2019
Q4 		$2.11M Buy
15,129
+2,043
+16% +$262K 1.7% 13
2019
Q3 		$1.54M Sell
13,086
-858
-6% -$97K 1.22% 15
2019
Q2 		$1.56M Sell
13,944
-843
-6% -$92.9K 1.33% 13
2019
Q1 		$1.5M Buy
14,787
+117
+0.8% +$12.1K 1.34% 8
2018
Q4 		$1.43M Sell
14,670
-19,487
-57% -$2.08M 1.17% 9
2018
Q3 		$3.85M Sell
34,157
-3,333
-9% -$378K 2.99% 9
2018
Q2 		$3.91M Buy
37,490
+1,739
+5% +$191K 4.72% 4
2018
Q1 		$3.93M Buy
35,751
+18,373
+106% +$2.08M 4.67% 4
2017
Q4 		$1.86M Buy
17,378
+604
+4% +$61.2K 1.36% 21
2017
Q3 		$1.6M Buy
+16,774
New +$1.55M 1.03% 21

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 $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mader & Shannon Wealth Management's JPM Position: Q3 2021 in Review

Mader & Shannon Wealth Management sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 39,476 shares — an estimated $6.14M sold.

Mader & Shannon Wealth Management first reported a position in JPM in Q3 2017 and held it in 15 quarters. The position peaked at $6.14M in Q2 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Mader & Shannon Wealth Management reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 39,476 JPMorgan Chase shares in Q3 2021, an estimated $6.14M.
  • Mader & Shannon Wealth Management first reported a position in JPMorgan Chase in Q3 2017 and held it in 15 quarters.
  • Mader & Shannon Wealth Management's JPMorgan Chase position peaked at $6.14M in Q2 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.