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Stevard LLC’s JPMorgan Chase JPM Stock Holding History

Stevard LLC’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
Q1 		– Sell
-5,205
Closed -$661K – 54
2020
Q4 		$661K Sell
5,205
-1,721
-25% -$192K 0.22% 39
2020
Q3 		$667K Buy
6,926
+462
+7% +$45.4K 0.28% 51
2020
Q2 		$608K Buy
6,464
+1,259
+24% +$119K 0.31% 48
2020
Q1 		$469K Hold
5,205
– – 0.3% 32
2019
Q4 		$726K Buy
+5,205
New +$668K 0.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Stevard LLC's JPM Position: Q1 2021 in Review

Stevard LLC sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 5,205 shares — an estimated $661K sold.

Stevard LLC first reported a position in JPM in Q4 2019 and held it in 5 quarters. The position peaked at $726K in Q4 2019. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Stevard LLC reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Stevard LLC sold 5,205 JPMorgan Chase shares in Q1 2021, an estimated $661K.
  • Stevard LLC first reported a position in JPMorgan Chase in Q4 2019 and held it in 5 quarters.
  • Stevard LLC's JPMorgan Chase position peaked at $726K in Q4 2019.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.