New Capital Management’s JPMorgan Chase JPM Stock Holding History

New Capital 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 Q1	$24K	Hold	155	–	–	0.02%	89
2020 Q4	$20K	Hold	155	–	–	0.01%	97
2020 Q3	$15K	Hold	155	–	–	0.02%	93
2020 Q2	$15K	Sell	155 -84	-35%	-$7.97K	0.02%	88
2020 Q1	$22K	Sell	239 -1,743	-88%	-$212K	0.04%	71
2019 Q4	$276K	Hold	1,982	–	–	0.46%	16
2019 Q3	$233K	Sell	1,982 -29	-1%	-$3.28K	0.19%	17
2019 Q2	$225K	Buy	2,011 +13	+0.7%	+$1.43K	0.39%	17
2019 Q1	$202K	Buy	1,998 +14	+0.7%	+$1.44K	0.57%	20
2018 Q4	$194K	Sell	1,984 -140	-7%	-$14.9K	0.35%	19
2018 Q3	$230K	Buy	2,124 +699	+49%	+$79.3K	0.37%	20
2018 Q2	$148K	Buy	1,425 +7	+0.5%	+$768	0.26%	29
2018 Q1	$156K	Buy	1,418 +346	+32%	+$39.2K	0.4%	29
2017 Q4	$115K	Buy	1,072 +5	+0.5%	+$506	0.14%	43
2017 Q3	$102K	Buy	1,067 +10	+0.9%	+$922	0.18%	45
2017 Q2	$93K	Hold	1,057	–	–	0.17%	48
2017 Q1	$93K	Buy	1,057 +5	+0.5%	+$441	0.17%	48
2016 Q4	$91K	Buy	+1,052	New	+$80.2K	0.13%	39

Other funds holding JPM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Capital Management's JPM Position: Q1 2021 in Review

New Capital Management held its JPMorgan Chase (JPM) position steady in Q1 2021 at 155 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #89.

New Capital Management first reported a position in JPM in Q4 2016 and has held it in 18 quarters since. The position peaked at $276K in Q4 2019. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

New Capital Management held 155 shares of JPMorgan Chase worth $24K as of Q1 2021.
New Capital Management left its JPMorgan Chase share count unchanged in Q1 2021.
JPMorgan Chase made up 0.02% of New Capital Management's portfolio in Q1 2021, its #89 holding.
New Capital Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 18 quarters since.
New Capital Management's JPMorgan Chase position peaked at $276K in Q4 2019.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.