Mid Atlantic Financial Management’s JPMorgan Chase JPM Stock Holding History

Mid Atlantic Financial 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	$7.51M	Buy	45,857 +2,974	+7%	+$466K	0.5%	33
2021 Q2	$6.67M	Buy	42,883 +2,378	+6%	+$373K	0.45%	39
2021 Q1	$6.17M	Buy	40,505 +383	+1%	+$55.1K	0.45%	46
2020 Q4	$5.1M	Sell	40,122 -212	-0.5%	-$23.7K	0.39%	55
2020 Q3	$4.71M	Sell	40,334 -3,591	-8%	-$353K	0.41%	54
2020 Q2	$4.13M	Sell	43,925 -9,224	-17%	-$875K	0.4%	52
2020 Q1	$4.79M	Buy	53,149 +7,368	+16%	+$895K	0.55%	37
2019 Q4	$6.38M	Buy	45,781 +3,119	+7%	+$400K	0.6%	30
2019 Q3	$5.02M	Sell	42,662 -2,456	-5%	-$278K	0.54%	32
2019 Q2	$5.04M	Buy	45,118 +645	+1%	+$71.1K	0.53%	32
2019 Q1	$4.5M	Buy	44,473 +2,059	+5%	+$212K	0.49%	39
2018 Q4	$4.14M	Buy	+42,414	New	+$4.52M	0.51%	35

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

Mid Atlantic Financial Management's JPM Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its JPMorgan Chase (JPM) stake by 6.9% in Q3 2021, buying an estimated $466K and bringing the position to 45,857 shares worth $7.51M. The position accounts for 0.5% of the portfolio, ranked #33.

Mid Atlantic Financial Management 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.

Mid Atlantic Financial Management held 45,857 shares of JPMorgan Chase worth $7.51M as of Q3 2021.
Mid Atlantic Financial Management bought 2,974 JPMorgan Chase shares in Q3 2021, an estimated $466K.
JPMorgan Chase made up 0.5% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #33 holding.
Mid Atlantic Financial Management 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 Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.