Nachman Norwood & Parrott’s JPMorgan Chase JPM Stock Holding History

Nachman Norwood & Parrott’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	$4.17M	Sell	26,811 -75	-0.3%	-$11.8K	0.42%	44
2021 Q1	$4.09M	Sell	26,886 -250	-0.9%	-$36K	0.45%	44
2020 Q4	$3.45M	Buy	27,136 +589	+2%	+$65.8K	0.4%	48
2020 Q3	$2.56M	Sell	26,547 -741	-3%	-$72.8K	0.34%	62
2020 Q2	$2.57M	Sell	27,288 -3,905	-13%	-$371K	0.42%	53
2020 Q1	$2.81M	Buy	31,193 +181	+0.6%	+$22K	0.57%	35
2019 Q4	$4.32M	Buy	31,012 +419	+1%	+$53.7K	0.71%	24
2019 Q3	$3.6M	Buy	30,593 +478	+2%	+$54.1K	0.64%	30
2019 Q2	$3.37M	Sell	30,115 -383	-1%	-$42.2K	0.61%	32
2019 Q1	$3.09M	Sell	30,498 -221	-0.7%	-$22.8K	0.58%	35
2018 Q4	$3M	Buy	+30,719	New	+$3.27M	0.62%	32

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

Nachman Norwood & Parrott's JPM Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its JPMorgan Chase (JPM) stake by 0.28% in Q2 2021, selling an estimated $11.8K and leaving 26,811 shares worth $4.17M. The position accounts for 0.42% of the portfolio, ranked #44.

Nachman Norwood & Parrott first reported a position in JPM in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.32M in Q4 2019. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Nachman Norwood & Parrott held 26,811 shares of JPMorgan Chase worth $4.17M as of Q2 2021.
Nachman Norwood & Parrott sold 75 JPMorgan Chase shares in Q2 2021, an estimated $11.8K.
JPMorgan Chase made up 0.42% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #44 holding.
Nachman Norwood & Parrott first reported a position in JPMorgan Chase in Q4 2018 and has held it in 11 quarters since.
Nachman Norwood & Parrott's JPMorgan Chase position peaked at $4.32M in Q4 2019.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.