PWAP
JPM icon

Private Wealth Advisors (Pennsylvania)’s JPMorgan Chase JPM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$1.27M Buy
10,025
+1,821
+22% +$204K 0.73% 31
2020
Q3 		$790K Sell
8,204
-1,568
-16% -$154K 0.51% 44
2020
Q2 		$919K Buy
9,772
+300
+3% +$28.5K 0.63% 36
2020
Q1 		$883K Buy
9,472
+13
+0.1% +$1.58K 0.67% 36
2019
Q4 		$1.27M Buy
9,459
+1,311
+16% +$168K 0.68% 44
2019
Q3 		$959K Sell
8,148
-4,396
-35% -$497K 0.49% 55
2019
Q2 		$1.4M Buy
12,544
+450
+4% +$49.6K 0.5% 54
2019
Q1 		$1.22M Buy
12,094
+442
+4% +$45.5K 0.46% 59
2018
Q4 		$1.14M Sell
11,652
-292
-2% -$31.1K 0.49% 56
2018
Q3 		$1.35M Hold
11,944
– – 0.5% 59
2018
Q2 		$1.25M Buy
11,944
+150
+1% +$16.5K 0.5% 58
2018
Q1 		$1.3M Buy
11,794
+365
+3% +$41.3K 0.52% 58
2017
Q4 		$1.22M Buy
11,429
+248
+2% +$25.1K 0.47% 61
2017
Q3 		$1.07M Hold
11,181
– – 0.44% 63
2017
Q2 		$1.02M Buy
11,181
+895
+9% +$77.2K 0.44% 63
2017
Q1 		$904K Buy
10,286
+727
+8% +$64.1K 0.41% 67
2016
Q4 		$825K Sell
9,559
-153
-2% -$11.7K 0.38% 70
2016
Q3 		$647K Buy
9,712
+85
+0.9% +$5.54K 0.31% 82
2016
Q2 		$598K Buy
9,627
+601
+7% +$37.5K 0.29% 82
2016
Q1 		$535K Buy
9,026
+229
+3% +$13.4K 0.28% 82
2015
Q4 		$581K Sell
8,797
-5,498
-38% -$358K 0.33% 76
2015
Q3 		$872K Buy
14,295
+1,651
+13% +$108K 0.44% 66
2015
Q2 		$857K Buy
12,644
+378
+3% +$24.7K 0.39% 73
2015
Q1 		$743K Hold
12,266
– – 0.35% 74
2014
Q4 		$768K Buy
12,266
+27
+0.2% +$1.63K 0.37% 71
2014
Q3 		$737K Buy
12,239
+150
+1% +$8.77K 0.39% 71
2014
Q2 		$697K Sell
12,089
-848
-7% -$47.7K 0.36% 76
2014
Q1 		$785K Sell
12,937
-185
-1% -$10.7K 0.43% 70
2013
Q4 		$767K Sell
13,122
-968
-7% -$53K 0.42% 69
2013
Q3 		$728K Sell
14,090
-67
-0.5% -$3.59K 0.43% 66
2013
Q2 		$747K Buy
+14,157
New +$720K 0.46% 64

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

Private Wealth Advisors (Pennsylvania)'s JPM Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its JPMorgan Chase (JPM) stake by 22% in Q4 2020, buying an estimated $204K and bringing the position to 10,025 shares worth $1.27M. The position accounts for 0.73% of the portfolio, ranked #31.

Private Wealth Advisors (Pennsylvania) first reported a position in JPM in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.4M in Q2 2019. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 10,025 shares of JPMorgan Chase worth $1.27M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 1,821 JPMorgan Chase shares in Q4 2020, an estimated $204K.
  • JPMorgan Chase made up 0.73% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #31 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s JPMorgan Chase position peaked at $1.4M in Q2 2019.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.