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Princeton Portfolio Strategies Group’s JPMorgan Chase JPM Stock Holding History

Princeton Portfolio Strategies 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
Q2 		$9.2M Sell
59,167
-9,435
-14% -$1.48M 1.78% 16
2021
Q1 		$10.4M Sell
68,602
-10,182
-13% -$1.46M 2.02% 14
2020
Q4 		$10M Buy
78,784
+11,385
+17% +$1.27M 1.98% 15
2020
Q3 		$6.49M Sell
67,399
-1,036
-2% -$102K 1.42% 25
2020
Q2 		$6.44M Buy
68,435
+903
+1% +$85.7K 1.54% 22
2020
Q1 		$6.08M Buy
67,532
+167
+0.2% +$20.3K 1.76% 20
2019
Q4 		$9.39M Sell
67,365
-105
-0.2% -$13.5K 2.21% 11
2019
Q3 		$7.94M Sell
67,470
-430
-0.6% -$48.6K 1.99% 17
2019
Q2 		$7.59M Buy
67,900
+4,595
+7% +$507K 1.93% 16
2019
Q1 		$6.41M Buy
63,305
+1,998
+3% +$206K 1.71% 19
2018
Q4 		$5.99M Sell
61,307
-12,569
-17% -$1.34M 1.87% 16
2018
Q3 		$8.34M Buy
73,876
+27,163
+58% +$3.08M 2.17% 12
2018
Q2 		$4.87M Sell
46,713
-2,819
-6% -$309K 1.41% 21
2018
Q1 		$5.45M Sell
49,532
-45,403
-48% -$5.14M 1.55% 16
2017
Q4 		$7M Buy
94,935
+47,785
+101% +$4.84M 1.91% 13
2017
Q3 		$4.5M Buy
47,150
+2,846
+6% +$262K 1.22% 27
2017
Q2 		$4.05M Buy
44,304
+175
+0.4% +$15.1K 1.16% 31
2017
Q1 		$3.88M Sell
44,129
-74
-0.2% -$6.53K 1.15% 28
2016
Q4 		$3.81M Buy
44,203
+50
+0.1% +$3.81K 1.2% 28
2016
Q3 		$2.94M Sell
44,153
-473
-1% -$30.8K 0.92% 38
2016
Q2 		$2.77M Buy
44,626
+1,178
+3% +$73.6K 0.9% 42
2016
Q1 		$2.57M Sell
43,448
-7,187
-14% -$420K 0.87% 40
2015
Q4 		$3.34M Buy
50,635
+5,437
+12% +$354K 1.19% 32
2015
Q3 		$2.76M Buy
45,198
+4,302
+11% +$282K 1.12% 31
2015
Q2 		$2.77M Buy
40,896
+5,687
+16% +$371K 0.98% 39
2015
Q1 		$2.13M Sell
35,209
-5,150
-13% -$305K 0.82% 49
2014
Q4 		$2.53M Sell
40,359
-430
-1% -$25.9K 1% 40
2014
Q3 		$2.46M Sell
40,789
-498
-1% -$29.1K 1.03% 37
2014
Q2 		$2.38M Buy
41,287
+6,882
+20% +$387K 1.02% 35
2014
Q1 		$2.09M Sell
34,405
-4,593
-12% -$265K 1.38% 21
2013
Q4 		$2.28M Sell
38,998
-5,600
-13% -$307K 1.53% 18
2013
Q3 		$2.31M Buy
44,598
+26,223
+143% +$1.41M 1.7% 17
2013
Q2 		$970K Buy
+18,375
New +$934K 0.79% 50

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Princeton Portfolio Strategies Group's JPM Position: Q2 2021 in Review

Princeton Portfolio Strategies Group reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2021, selling an estimated $1.48M and leaving 59,167 shares worth $9.2M. The position accounts for 1.78% of the portfolio, ranked #16.

Princeton Portfolio Strategies Group first reported a position in JPM in Q2 2013 and has held it in 33 quarters since. The position peaked at $10.4M in Q1 2021. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Princeton Portfolio Strategies Group held 59,167 shares of JPMorgan Chase worth $9.2M as of Q2 2021.
  • Princeton Portfolio Strategies Group sold 9,435 JPMorgan Chase shares in Q2 2021, an estimated $1.48M.
  • JPMorgan Chase made up 1.78% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #16 holding.
  • Princeton Portfolio Strategies Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 33 quarters since.
  • Princeton Portfolio Strategies Group's JPMorgan Chase position peaked at $10.4M in Q1 2021.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.