Pantheon Investment Group’s JPMorgan Chase JPM Stock Holding History

Pantheon Investment Group’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 Q4	$2.4M	Buy	15,153 +51	+0.3%	+$8.38K	1.89%	12
2021 Q3	$2.47M	Buy	15,102 +29	+0.2%	+$4.55K	2.12%	9
2021 Q2	$2.34M	Buy	15,073 +62	+0.4%	+$9.74K	1.96%	12
2021 Q1	$2.29M	Sell	15,011 -482	-3%	-$69.3K	2.19%	10
2020 Q4	$1.97M	Sell	15,493 -4,367	-22%	-$488K	2.15%	10
2020 Q3	$1.91M	Buy	19,860 +789	+4%	+$77.5K	2.28%	11
2020 Q2	$1.79M	Sell	19,071 -4,386	-19%	-$416K	2.25%	11
2020 Q1	$2.12M	Buy	23,457 +1,940	+9%	+$236K	3.18%	10
2019 Q4	$2.99M	Buy	+21,517	New	+$2.76M	2.81%	10

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pantheon Investment Group's JPM Position: Q4 2021 in Review

Pantheon Investment Group increased its JPMorgan Chase (JPM) stake by 0.34% in Q4 2021, buying an estimated $8.38K and bringing the position to 15,153 shares worth $2.4M. The position accounts for 1.89% of the portfolio, ranked #12.

Pantheon Investment Group first reported a position in JPM in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.99M in Q4 2019. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Pantheon Investment Group held 15,153 shares of JPMorgan Chase worth $2.4M as of Q4 2021.
Pantheon Investment Group bought 51 JPMorgan Chase shares in Q4 2021, an estimated $8.38K.
JPMorgan Chase made up 1.89% of Pantheon Investment Group's portfolio in Q4 2021, its #12 holding.
Pantheon Investment Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 9 quarters since.
Pantheon Investment Group's JPMorgan Chase position peaked at $2.99M in Q4 2019.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.