Pratt Collard Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Pratt Collard Advisory Partners’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 Q2	$1.04M	Sell	6,683 -17	-0.3%	-$2.67K	0.69%	46
2021 Q1	$1.02M	Hold	6,700	–	–	0.73%	43
2020 Q4	$851K	Sell	6,700 -90	-1%	-$10.1K	0.62%	45
2020 Q3	$654K	Sell	6,790 -100	-1%	-$9.82K	0.54%	51
2020 Q2	$648K	Hold	6,890	–	–	0.58%	53
2020 Q1	$620K	Buy	6,890 +50	+0.7%	+$6.08K	0.62%	52
2019 Q4	$953K	Buy	6,840 +100	+1%	+$12.8K	0.73%	44
2019 Q3	$793K	Hold	6,740	–	–	0.62%	45
2019 Q2	$754K	Buy	6,740 +37	+0.6%	+$4.08K	0.59%	48
2019 Q1	$679K	Hold	6,703	–	–	0.54%	53
2018 Q4	$654K	Hold	6,703	–	–	0.59%	54
2018 Q3	$756K	Hold	6,703	–	–	0.6%	55
2018 Q2	$698K	Buy	6,703 +23	+0.3%	+$2.52K	0.6%	55
2018 Q1	$735K	Hold	6,680	–	–	0.64%	48
2017 Q4	$714K	Buy	+6,680	New	+$676K	0.59%	54

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pratt Collard Advisory Partners's JPM Position: Q2 2021 in Review

Pratt Collard Advisory Partners reduced its JPMorgan Chase (JPM) stake by 0.25% in Q2 2021, selling an estimated $2.67K and leaving 6,683 shares worth $1.04M. The position accounts for 0.69% of the portfolio, ranked #46.

Pratt Collard Advisory Partners first reported a position in JPM in Q4 2017 and has held it in 15 quarters since. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Pratt Collard Advisory Partners held 6,683 shares of JPMorgan Chase worth $1.04M as of Q2 2021.
Pratt Collard Advisory Partners sold 17 JPMorgan Chase shares in Q2 2021, an estimated $2.67K.
JPMorgan Chase made up 0.69% of Pratt Collard Advisory Partners's portfolio in Q2 2021, its #46 holding.
Pratt Collard Advisory Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 15 quarters since.
3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Pratt Collard Advisory Partners's 13F filing for Q2 2021, filed 14 Jul 2021.