Pineno Levin & Ford Asset Management’s JPMorgan Chase JPM Stock Holding History

Pineno Levin & Ford 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 Q4	$607K	Hold	3,831	–	–	0.18%	73
2021 Q3	$627K	Hold	3,831	–	–	0.2%	73
2021 Q2	$596K	Hold	3,831	–	–	0.19%	73
2021 Q1	$583K	Hold	3,831	–	–	0.2%	70
2020 Q4	$487K	Buy	3,831 +84	+2%	+$9.39K	0.17%	74
2020 Q3	$361K	Hold	3,747	–	–	0.15%	84
2020 Q2	$352K	Hold	3,747	–	–	0.15%	79
2020 Q1	$337K	Hold	3,747	–	–	0.17%	70
2019 Q4	$522K	Hold	3,747	–	–	0.2%	66
2019 Q3	$441K	Buy	3,747 +96	+3%	+$10.9K	0.17%	72
2019 Q2	$408K	Hold	3,651	–	–	0.16%	76
2019 Q1	$370K	Hold	3,651	–	–	0.15%	78
2018 Q4	$356K	Buy	3,651 +675	+23%	+$71.9K	0.16%	76
2018 Q3	$336K	Hold	2,976	–	–	0.14%	85
2018 Q2	$310K	Buy	2,976 +750	+34%	+$82.3K	0.14%	86
2018 Q1	$245K	Hold	2,226	–	–	0.11%	96
2017 Q4	$238K	Hold	2,226	–	–	0.1%	97
2017 Q3	$213K	Hold	2,226	–	–	0.1%	90
2017 Q2	$203K	Buy	+2,226	New	+$192K	0.1%	92
2014 Q3	–	Sell	-3,086	Closed	-$178K	–	93
2014 Q2	$178K	Hold	3,086	–	–	0.1%	96
2014 Q1	$187K	Sell	3,086 -580	-16%	-$33.5K	0.11%	91
2013 Q4	$189K	Hold	3,666	–	–	0.11%	88
2013 Q3	$189K	Sell	3,666 -1,000	-21%	-$53.6K	0.13%	77
2013 Q2	$246K	Buy	+4,666	New	+$237K	0.18%	64

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

Pineno Levin & Ford Asset Management's JPM Position: Q4 2021 in Review

Pineno Levin & Ford Asset Management held its JPMorgan Chase (JPM) position steady in Q4 2021 at 3,831 shares worth $607K. The position accounts for 0.18% of the portfolio, ranked #73.

Pineno Levin & Ford Asset Management first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. The position peaked at $627K in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Pineno Levin & Ford Asset Management held 3,831 shares of JPMorgan Chase worth $607K as of Q4 2021.
Pineno Levin & Ford Asset Management left its JPMorgan Chase share count unchanged in Q4 2021.
JPMorgan Chase made up 0.18% of Pineno Levin & Ford Asset Management's portfolio in Q4 2021, its #73 holding.
Pineno Levin & Ford Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
Pineno Levin & Ford Asset Management's JPMorgan Chase position peaked at $627K in Q3 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.