MCA
JPM icon

Mercer Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Mercer Capital Advisers’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 		$1.68M Sell
10,244
-1,132
-10% -$177K 0.9% 23
2021
Q2 		$1.77M Sell
11,376
-50
-0.4% -$7.85K 0.88% 22
2021
Q1 		$1.75M Hold
11,426
– – 0.93% 22
2020
Q4 		$1.45M Buy
11,426
+39
+0.3% +$4.36K 0.8% 23
2020
Q3 		$1.1M Sell
11,387
-50
-0.4% -$4.91K 0.67% 26
2020
Q2 		$1.08M Hold
11,437
– – 0.69% 28
2020
Q1 		$1.03M Hold
11,437
– – 0.76% 27
2019
Q4 		$1.59M Hold
11,437
– – 0.96% 23
2019
Q3 		$1.35M Buy
11,437
+200
+2% +$22.6K 0.86% 26
2019
Q2 		$1.26M Hold
11,237
– – 0.81% 29
2019
Q1 		$1.14M Sell
11,237
-300
-3% -$30.9K 0.76% 30
2018
Q4 		$1.13M Buy
11,537
+4,050
+54% +$432K 0.83% 29
2018
Q3 		$845K Sell
7,487
-200
-3% -$22.7K 0.56% 39
2018
Q2 		$801K Sell
7,687
-200
-3% -$21.9K 0.58% 38
2018
Q1 		$867K Buy
7,887
+300
+4% +$34K 0.64% 35
2017
Q4 		$811K Hold
7,587
– – 0.59% 37
2017
Q3 		$725K Hold
7,587
– – 0.54% 39
2017
Q2 		$693K Hold
7,587
– – 0.52% 40
2017
Q1 		$666K Hold
7,587
– – 0.51% 40
2016
Q4 		$655K Sell
7,587
-400
-5% -$30.5K 0.52% 40
2016
Q3 		$532K Hold
7,987
– – 0.43% 47
2016
Q2 		$496K Buy
7,987
+1,800
+29% +$112K 0.41% 49
2016
Q1 		$366K Buy
6,187
+50
+0.8% +$2.92K 0.31% 63
2015
Q4 		$405K Hold
6,137
– – 0.36% 59
2015
Q3 		$374K Hold
6,137
– – 0.35% 59
2015
Q2 		$416K Hold
6,137
– – 0.37% 52
2015
Q1 		$372K Hold
6,137
– – 0.33% 62
2014
Q4 		$384K Buy
+6,137
New +$369K 0.34% 56

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mercer Capital Advisers's JPM Position: Q3 2021 in Review

Mercer Capital Advisers reduced its JPMorgan Chase (JPM) stake by 10% in Q3 2021, selling an estimated $177K and leaving 10,244 shares worth $1.68M. The position accounts for 0.9% of the portfolio, ranked #23.

Mercer Capital Advisers first reported a position in JPM in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.77M in Q2 2021. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Mercer Capital Advisers held 10,244 shares of JPMorgan Chase worth $1.68M as of Q3 2021.
  • Mercer Capital Advisers sold 1,132 JPMorgan Chase shares in Q3 2021, an estimated $177K.
  • JPMorgan Chase made up 0.9% of Mercer Capital Advisers's portfolio in Q3 2021, its #23 holding.
  • Mercer Capital Advisers first reported a position in JPMorgan Chase in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's JPMorgan Chase position peaked at $1.77M in Q2 2021.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.