Optimal Asset Management’s JPMorgan Chase JPM Stock Holding History

Optimal Asset 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	$1.62M	Buy	9,883 +12	+0.1%	+$1.88K	0.2%	171
2021 Q2	$1.53M	Sell	9,871 -1	-0%	-$157	0.18%	189
2021 Q1	$1.5M	Sell	9,872 -3,100	-24%	-$446K	0.19%	179
2020 Q4	$1.65M	Sell	12,972 -4	-0%	-$447	0.23%	147
2020 Q3	$1.25M	Sell	12,976 -1,587	-11%	-$156K	0.18%	181
2020 Q2	$1.37M	Sell	14,563 -6,485	-31%	-$615K	0.22%	153
2020 Q1	$1.9K	Buy	21,048 +13,835	+192%	+$1.68M	0.18%	195
2019 Q4	$1M	Buy	+7,213	New	+$925K	0.15%	239

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Optimal Asset Management's JPM Position: Q3 2021 in Review

Optimal Asset Management increased its JPMorgan Chase (JPM) stake by 0.12% in Q3 2021, buying an estimated $1.88K and bringing the position to 9,883 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #171.

Optimal Asset Management first reported a position in JPM in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2020. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Optimal Asset Management held 9,883 shares of JPMorgan Chase worth $1.62M as of Q3 2021.
Optimal Asset Management bought 12 JPMorgan Chase shares in Q3 2021, an estimated $1.88K.
JPMorgan Chase made up 0.2% of Optimal Asset Management's portfolio in Q3 2021, its #171 holding.
Optimal Asset Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's JPMorgan Chase position peaked at $1.65M in Q4 2020.
3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.