VDBMI
JPM icon

Van Den Berg Management I’s JPMorgan Chase JPM Stock Holding History

Van Den Berg Management I’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
Q3 		– Sell
-28,917
Closed -$4.5M – 76
2021
Q2 		$4.5M Sell
28,917
-441
-2% -$69.3K 0.88% 37
2021
Q1 		$4.47M Sell
29,358
-50,678
-63% -$7.29M 0.98% 35
2020
Q4 		$10.2M Sell
80,036
-1,740
-2% -$194K 2.56% 14
2020
Q3 		$7.87M Buy
81,776
+3,031
+4% +$298K 2.83% 16
2020
Q2 		$7.41M Buy
+78,745
New +$7.47M 3.03% 14

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Van Den Berg Management I's JPM Position: Q3 2021 in Review

Van Den Berg Management I sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 28,917 shares — an estimated $4.5M sold.

Van Den Berg Management I first reported a position in JPM in Q2 2020 and held it in 5 quarters. The position peaked at $10.2M in Q4 2020. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Van Den Berg Management I reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Van Den Berg Management I sold 28,917 JPMorgan Chase shares in Q3 2021, an estimated $4.5M.
  • Van Den Berg Management I first reported a position in JPMorgan Chase in Q2 2020 and held it in 5 quarters.
  • Van Den Berg Management I's JPMorgan Chase position peaked at $10.2M in Q4 2020.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Van Den Berg Management I's 13F filing for Q3 2021, filed 15 Nov 2021.