Pacific Edge Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Edge Advisors’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	$307K	Hold	1,878	–	–	0.15%	35
2021 Q2	$292K	Buy	1,878 +123	+7%	+$19.3K	0.15%	34
2021 Q1	$267K	Sell	1,755 -1,200	-41%	-$173K	0.13%	35
2020 Q4	$375K	Hold	2,955	–	–	0.2%	31
2020 Q3	$284K	Hold	2,955	–	–	0.16%	33
2020 Q2	$278K	Sell	2,955 -60	-2%	-$5.69K	0.16%	32
2020 Q1	$271K	Sell	3,015 -160	-5%	-$19.4K	0.19%	28
2019 Q4	$443K	Buy	3,175 +195	+7%	+$25K	0.27%	31
2019 Q3	$351K	Sell	2,980 -113	-4%	-$12.8K	0.23%	31
2019 Q2	$346K	Sell	3,093 -1,244	-29%	-$137K	0.23%	31
2019 Q1	$439K	Sell	4,337 -172	-4%	-$17.7K	0.27%	29
2018 Q4	$440K	Sell	4,509 -255	-5%	-$27.2K	0.28%	30
2018 Q3	$538K	Sell	4,764 -604	-11%	-$68.6K	0.3%	20
2018 Q2	$559K	Buy	5,368 +304	+6%	+$33.3K	0.31%	20
2018 Q1	$557K	Buy	5,064 +2,316	+84%	+$262K	0.34%	17
2017 Q4	$294K	Buy	+2,748	New	+$278K	0.21%	22

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

Pacific Edge Advisors's JPM Position: Q3 2021 in Review

Pacific Edge Advisors held its JPMorgan Chase (JPM) position steady in Q3 2021 at 1,878 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #35.

Pacific Edge Advisors first reported a position in JPM in Q4 2017 and has held it in 16 quarters since. The position peaked at $559K in Q2 2018. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Pacific Edge Advisors held 1,878 shares of JPMorgan Chase worth $307K as of Q3 2021.
Pacific Edge Advisors left its JPMorgan Chase share count unchanged in Q3 2021.
JPMorgan Chase made up 0.15% of Pacific Edge Advisors's portfolio in Q3 2021, its #35 holding.
Pacific Edge Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 16 quarters since.
Pacific Edge Advisors's JPMorgan Chase position peaked at $559K in Q2 2018.
3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.