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Silversage Advisors’s JPMorgan Chase JPM Stock Holding History

Silversage 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
Q3 		– Sell
-2,346
Closed -$320K – 23
2020
Q2 		$320K Buy
2,346
+3
+0.1% +$285 0.33% 24
2020
Q1 		$211K Sell
2,343
-3
-0.1% -$364 0.31% 28
2019
Q4 		$327K Buy
+2,346
New +$301K 0.35% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Silversage Advisors's JPM Position: Q3 2020 in Review

Silversage Advisors sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 2,346 shares — an estimated $320K sold.

Silversage Advisors first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $327K in Q4 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Silversage Advisors reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Silversage Advisors sold 2,346 JPMorgan Chase shares in Q3 2020, an estimated $320K.
  • Silversage Advisors first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
  • Silversage Advisors's JPMorgan Chase position peaked at $327K in Q4 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Silversage Advisors's 13F filing for Q3 2020, filed 23 Dec 2020.