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Old Dominion Capital Management’s JPMorgan Chase JPM Stock Holding History

Old Dominion 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
Q3 		$4.91M Sell
29,992
-33
-0.1% -$5.17K 1.05% 32
2021
Q2 		$4.67M Sell
30,025
-397
-1% -$62.4K 1% 33
2021
Q1 		$4.63M Sell
30,422
-115
-0.4% -$16.5K 1.08% 33
2020
Q4 		$3.88M Sell
30,537
-359
-1% -$40.1K 0.97% 36
2020
Q3 		$2.97M Buy
30,896
+777
+3% +$76.3K 0.84% 37
2020
Q2 		$2.83M Buy
30,119
+113
+0.4% +$10.7K 0.88% 33
2020
Q1 		$2.7M Sell
30,006
-731
-2% -$88.8K 1.11% 29
2019
Q4 		$4.29M Sell
30,737
-1,305
-4% -$167K 1.39% 23
2019
Q3 		$3.77M Buy
32,042
+2,886
+10% +$326K 1.26% 23
2019
Q2 		$3.26M Buy
29,156
+222
+0.8% +$24.5K 1.13% 29
2019
Q1 		$3.36M Buy
28,934
+5,105
+21% +$526K 1.15% 28
2018
Q4 		$2.33M Buy
23,829
+2,256
+10% +$240K 0.84% 40
2018
Q3 		$2.43M Buy
21,573
+15,391
+249% +$1.75M 0.74% 45
2018
Q2 		$644K Buy
6,182
+112
+2% +$12.3K 0.58% 40
2018
Q1 		$668K Buy
6,070
+756
+14% +$85.6K 0.63% 42
2017
Q4 		$568K Buy
5,314
+269
+5% +$27.2K 0.55% 44
2017
Q3 		$482K Buy
5,045
+108
+2% +$9.96K 0.49% 48
2017
Q2 		$451K Buy
+4,937
New +$426K 0.47% 49

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Old Dominion Capital Management's JPM Position: Q3 2021 in Review

Old Dominion Capital Management reduced its JPMorgan Chase (JPM) stake by 0.11% in Q3 2021, selling an estimated $5.17K and leaving 29,992 shares worth $4.91M. The position accounts for 1.05% of the portfolio, ranked #32.

Old Dominion Capital Management first reported a position in JPM in Q2 2017 and has held it in 18 quarters since. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Old Dominion Capital Management held 29,992 shares of JPMorgan Chase worth $4.91M as of Q3 2021.
  • Old Dominion Capital Management sold 33 JPMorgan Chase shares in Q3 2021, an estimated $5.17K.
  • JPMorgan Chase made up 1.05% of Old Dominion Capital Management's portfolio in Q3 2021, its #32 holding.
  • Old Dominion Capital Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 18 quarters since.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Old Dominion Capital Management's 13F filing for Q3 2021, filed 8 Oct 2021.