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Mosaic Family Wealth’s JPMorgan Chase JPM Stock Holding History

Mosaic Family Wealth’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
Q4 		$751K Sell
4,741
-790
-14% -$130K 0.2% 81
2021
Q3 		$905K Buy
5,531
+1,320
+31% +$207K 0.25% 57
2021
Q2 		$655K Buy
4,211
+26
+0.6% +$4.08K 0.19% 76
2021
Q1 		$637K Buy
4,185
+340
+9% +$48.9K 0.18% 78
2020
Q4 		$489K Sell
3,845
-100
-3% -$11.2K 0.16% 87
2020
Q3 		$380K Buy
3,945
+230
+6% +$22.6K 0.14% 95
2020
Q2 		$349K Buy
3,715
+200
+6% +$19K 0.14% 91
2020
Q1 		$316K Sell
3,515
-148
-4% -$18K 0.16% 89
2019
Q4 		$511K Buy
3,663
+125
+4% +$16K 0.21% 79
2019
Q3 		$416K Sell
3,538
-107
-3% -$12.1K 0.17% 92
2019
Q2 		$408K Sell
3,645
-162
-4% -$17.9K 0.17% 94
2019
Q1 		$385K Sell
3,807
-100
-3% -$10.3K 0.16% 93
2018
Q4 		$381K Hold
3,907
– – 0.16% 87
2018
Q3 		$428K Sell
3,907
-55
-1% -$6.24K 0.18% 88
2018
Q2 		$413K Buy
3,962
+62
+2% +$6.8K 0.16% 97
2018
Q1 		$429K Buy
3,900
+150
+4% +$17K 0.16% 85
2017
Q4 		$401K Sell
3,750
-704
-16% -$71.3K 0.15% 105
2017
Q3 		$425K Buy
4,454
+1,094
+33% +$101K 0.16% 114
2017
Q2 		$307K Hold
3,360
– – 0.13% 133
2017
Q1 		$295K Sell
3,360
-500
-13% -$44.1K 0.13% 136
2016
Q4 		$333K Sell
3,860
-7,610
-66% -$580K 0.15% 125
2016
Q3 		$764K Buy
11,470
+2,615
+30% +$171K 0.36% 55
2016
Q2 		$551K Buy
8,855
+1,096
+14% +$68.5K 0.27% 70
2016
Q1 		$459K Buy
7,759
+499
+7% +$29.1K 0.22% 86
2015
Q4 		$479K Buy
+7,260
New +$473K 0.21% 86

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mosaic Family Wealth's JPM Position: Q4 2021 in Review

Mosaic Family Wealth reduced its JPMorgan Chase (JPM) stake by 14% in Q4 2021, selling an estimated $130K and leaving 4,741 shares worth $751K. The position accounts for 0.2% of the portfolio, ranked #81.

Mosaic Family Wealth first reported a position in JPM in Q4 2015 and has held it in 25 quarters since. The position peaked at $905K in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Mosaic Family Wealth held 4,741 shares of JPMorgan Chase worth $751K as of Q4 2021.
  • Mosaic Family Wealth sold 790 JPMorgan Chase shares in Q4 2021, an estimated $130K.
  • JPMorgan Chase made up 0.2% of Mosaic Family Wealth's portfolio in Q4 2021, its #81 holding.
  • Mosaic Family Wealth first reported a position in JPMorgan Chase in Q4 2015 and has held it in 25 quarters since.
  • Mosaic Family Wealth's JPMorgan Chase position peaked at $905K in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.