Rowland Carmichael Advisors’s JPMorgan Chase JPM Stock Holding History

Rowland Carmichael Advisors’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	$600K	Sell	4,723 -307	-6%	-$34.3K	0.19%	122
2020 Q3	$484K	Buy	5,030 +379	+8%	+$37.2K	0.19%	130
2020 Q2	$437K	Sell	4,651 -2,436	-34%	-$231K	0.19%	136
2020 Q1	$638K	Sell	7,087 -1,243	-15%	-$151K	0.32%	83
2019 Q4	$1.16M	Buy	8,330 +270	+3%	+$34.6K	0.4%	44
2019 Q3	$949K	Buy	8,060 +168	+2%	+$19K	0.33%	76
2019 Q2	$882K	Buy	7,892 +314	+4%	+$34.6K	0.31%	85
2019 Q1	$767K	Buy	7,578 +3,685	+95%	+$380K	0.28%	99
2018 Q4	$380K	Buy	+3,893	New	+$415K	0.17%	145

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rowland Carmichael Advisors's JPM Position: Q4 2020 in Review

Rowland Carmichael Advisors reduced its JPMorgan Chase (JPM) stake by 6.1% in Q4 2020, selling an estimated $34.3K and leaving 4,723 shares worth $600K. The position accounts for 0.19% of the portfolio, ranked #122.

Rowland Carmichael Advisors first reported a position in JPM in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2019. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Rowland Carmichael Advisors held 4,723 shares of JPMorgan Chase worth $600K as of Q4 2020.
Rowland Carmichael Advisors sold 307 JPMorgan Chase shares in Q4 2020, an estimated $34.3K.
JPMorgan Chase made up 0.19% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #122 holding.
Rowland Carmichael Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 9 quarters since.
Rowland Carmichael Advisors's JPMorgan Chase position peaked at $1.16M in Q4 2019.
3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.