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Point View Wealth Management’s JPMorgan Chase JPM Stock Holding History

Point View Wealth 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
2020
Q4 		$2.58M Buy
20,338
+559
+3% +$62.5K 1.05% 15
2020
Q3 		$1.9M Buy
19,779
+409
+2% +$40.2K 0.9% 27
2020
Q2 		$1.82M Sell
19,370
-559
-3% -$53K 0.87% 26
2020
Q1 		$1.79M Sell
19,929
-207
-1% -$25.1K 0.98% 22
2019
Q4 		$2.81M Sell
20,136
-746
-4% -$95.7K 1.16% 12
2019
Q3 		$2.46M Sell
20,882
-3,058
-13% -$346K 1.11% 13
2019
Q2 		$2.68M Buy
23,940
+311
+1% +$34.3K 1.14% 13
2019
Q1 		$2.39M Sell
23,629
-13
-0.1% -$1.34K 1.06% 16
2018
Q4 		$2.31M Buy
23,642
+99
+0.4% +$10.5K 1.16% 12
2018
Q3 		$2.66M Sell
23,543
-563
-2% -$63.9K 1.18% 11
2018
Q2 		$2.51M Sell
24,106
-49
-0.2% -$5.38K 1.17% 12
2018
Q1 		$2.66M Sell
24,155
-707
-3% -$80.1K 1.27% 12
2017
Q4 		$2.66M Sell
24,862
-180
-0.7% -$18.2K 1.26% 12
2017
Q3 		$2.39M Buy
25,042
+70
+0.3% +$6.46K 1.15% 14
2017
Q2 		$2.28M Buy
24,972
+440
+2% +$38K 1.12% 16
2017
Q1 		$2.15M Sell
24,532
-9
-0% -$794 1.11% 16
2016
Q4 		$2.12M Sell
24,541
-1,027
-4% -$78.3K 1.22% 13
2016
Q3 		$1.7M Sell
25,568
-225
-0.9% -$14.7K 1.01% 20
2016
Q2 		$1.6M Buy
25,793
+1,665
+7% +$104K 0.97% 22
2016
Q1 		$1.43M Buy
24,128
+3,495
+17% +$204K 0.92% 25
2015
Q4 		$1.36M Sell
20,633
-9
-0% -$586 0.98% 25
2015
Q3 		$1.26M Buy
20,642
+2,466
+14% +$162K 1.01% 26
2015
Q2 		$1.23M Buy
18,176
+473
+3% +$30.9K 0.96% 27
2015
Q1 		$1.07M Buy
17,703
+941
+6% +$55.7K 0.83% 38
2014
Q4 		$1.05M Buy
16,762
+111
+0.7% +$6.68K 0.78% 37
2014
Q3 		$1M Sell
16,651
-101
-0.6% -$5.9K 0.85% 33
2014
Q2 		$965K Buy
16,752
+615
+4% +$34.6K 0.84% 33
2014
Q1 		$980K Buy
16,137
+538
+3% +$31.1K 0.89% 34
2013
Q4 		$912K Buy
+15,599
New +$855K 0.87% 34

Other funds holding JPM

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point View Wealth Management's JPM Position: Q4 2020 in Review

Point View Wealth Management increased its JPMorgan Chase (JPM) stake by 2.8% in Q4 2020, buying an estimated $62.5K and bringing the position to 20,338 shares worth $2.58M. The position accounts for 1.05% of the portfolio, ranked #15.

Point View Wealth Management first reported a position in JPM in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.81M in Q4 2019. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Point View Wealth Management held 20,338 shares of JPMorgan Chase worth $2.58M as of Q4 2020.
  • Point View Wealth Management bought 559 JPMorgan Chase shares in Q4 2020, an estimated $62.5K.
  • JPMorgan Chase made up 1.05% of Point View Wealth Management's portfolio in Q4 2020, its #15 holding.
  • Point View Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 29 quarters since.
  • Point View Wealth Management's JPMorgan Chase position peaked at $2.81M in Q4 2019.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.