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SVA Wealth Management’s JPMorgan Chase JPM Stock Holding History

SVA Wealth Management’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 		$12.6M Sell
99,404
-2,256
-2% -$252K 1.1% 13
2020
Q3 		$9.79M Sell
101,660
-536
-0.5% -$52.6K 0.97% 19
2020
Q2 		$9.61M Buy
102,196
+1,898
+2% +$180K 1.03% 18
2020
Q1 		$9.03M Sell
100,298
-993
-1% -$121K 1.04% 14
2019
Q4 		$14.1M Sell
101,291
-1,777
-2% -$228K 1.29% 11
2019
Q3 		$12.1M Sell
103,068
-424
-0.4% -$48K 1.19% 11
2019
Q2 		$11.6M Sell
103,492
-13,906
-12% -$1.53M 1.14% 13
2019
Q1 		$11.9M Buy
117,398
+3,172
+3% +$327K 1.15% 12
2018
Q4 		$11.2M Buy
114,226
+4,502
+4% +$480K 1.25% 13
2018
Q3 		$12.4M Buy
109,724
+1,506
+1% +$171K 1.26% 13
2018
Q2 		$11.3M Sell
108,218
-2,905
-3% -$319K 1.22% 13
2018
Q1 		$10.6M Buy
111,123
+1,354
+1% +$153K 1.31% 13
2017
Q4 		$11.7M Sell
109,769
-1,354
-1% -$137K 1.38% 11
2017
Q3 		$10.6M Buy
111,123
+795
+0.7% +$73.3K 1.31% 13
2017
Q2 		$10.1M Buy
110,328
+3,980
+4% +$343K 1.31% 11
2017
Q1 		$9.34M Sell
106,348
-3,973
-4% -$351K 1.27% 13
2016
Q4 		$9.52M Sell
110,321
-3,056
-3% -$233K 1.42% 12
2016
Q3 		$7.55M Buy
113,377
+1,283
+1% +$83.7K 1.18% 20
2016
Q2 		$6.97M Buy
112,094
+535
+0.5% +$33.4K 1.13% 23
2016
Q1 		$6.61M Buy
111,559
+514
+0.5% +$30K 1.09% 23
2015
Q4 		$7.33M Buy
111,045
+9,999
+10% +$651K 1.27% 20
2015
Q3 		$6.16M Sell
101,046
-43
-0% -$2.82K 1.15% 21
2015
Q2 		$6.85M Buy
101,089
+1,432
+1% +$93.5K 1.26% 18
2015
Q1 		$6.04M Buy
99,657
+67,403
+209% +$3.99M 1.1% 25
2014
Q4 		$2.02M Buy
32,254
+1,240
+4% +$74.6K 0.73% 32
2014
Q3 		$1.87M Buy
31,014
+1,383
+5% +$80.8K 0.8% 32
2014
Q2 		$1.71M Buy
29,631
+2,200
+8% +$124K 0.73% 34
2014
Q1 		$1.67M Buy
27,431
+5,430
+25% +$314K 0.79% 30
2013
Q4 		$1.29M Buy
+22,001
New +$1.21M 0.77% 32

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

SVA Wealth Management's JPM Position: Q4 2020 in Review

SVA Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q4 2020, selling an estimated $252K and leaving 99,404 shares worth $12.6M. The position accounts for 1.1% of the portfolio, ranked #13.

SVA Wealth Management first reported a position in JPM in Q4 2013 and has held it in 29 quarters since. The position peaked at $14.1M in Q4 2019. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • SVA Wealth Management held 99,404 shares of JPMorgan Chase worth $12.6M as of Q4 2020.
  • SVA Wealth Management sold 2,256 JPMorgan Chase shares in Q4 2020, an estimated $252K.
  • JPMorgan Chase made up 1.1% of SVA Wealth Management's portfolio in Q4 2020, its #13 holding.
  • SVA Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's JPMorgan Chase position peaked at $14.1M in Q4 2019.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.