Stewardship Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Stewardship Financial 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
2021 Q1	$611K	Sell	4,011 -993	-20%	-$143K	0.21%	38
2020 Q4	$636K	Buy	5,004 +789	+19%	+$88.2K	0.23%	37
2020 Q3	$406K	Sell	4,215 -1,757	-29%	-$173K	0.17%	39
2020 Q2	$562K	Buy	5,972 +938	+19%	+$89K	0.25%	35
2020 Q1	$453K	Sell	5,034 -1,184	-19%	-$144K	0.23%	34
2019 Q4	$867K	Buy	6,218 +1,030	+20%	+$132K	0.32%	30
2019 Q3	$611K	Sell	5,188 -6	-0.1%	-$679	0.26%	35
2019 Q2	$581K	Buy	+5,194	New	+$573K	0.25%	36
2016 Q4	–	Sell	-3,044	Closed	-$203K	–	43
2016 Q3	$203K	Buy	+3,044	New	+$198K	0.13%	43

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Stewardship Financial Advisors's JPM Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its JPMorgan Chase (JPM) stake by 20% in Q1 2021, selling an estimated $143K and leaving 4,011 shares worth $611K. The position accounts for 0.21% of the portfolio, ranked #38.

Stewardship Financial Advisors first reported a position in JPM in Q3 2016 and has held it in 9 quarters since. The position peaked at $867K in Q4 2019. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Stewardship Financial Advisors held 4,011 shares of JPMorgan Chase worth $611K as of Q1 2021.
Stewardship Financial Advisors sold 993 JPMorgan Chase shares in Q1 2021, an estimated $143K.
JPMorgan Chase made up 0.21% of Stewardship Financial Advisors's portfolio in Q1 2021, its #38 holding.
Stewardship Financial Advisors first reported a position in JPMorgan Chase in Q3 2016 and has held it in 9 quarters since.
Stewardship Financial Advisors's JPMorgan Chase position peaked at $867K in Q4 2019.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.