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Vontobel Swiss Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Vontobel Swiss Wealth 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
Q2 		$1.66M Buy
10,660
+934
+10% +$147K 0.85% 24
2021
Q1 		$1.48M Sell
9,726
-3,276
-25% -$471K 0.83% 24
2020
Q4 		$1.65M Buy
13,002
+210
+2% +$23.5K 0.94% 25
2020
Q3 		$1.23M Sell
12,792
-310
-2% -$30.4K 0.86% 29
2020
Q2 		$1.23M Buy
13,102
+270
+2% +$25.6K 0.81% 34
2020
Q1 		$1.16M Sell
12,832
-1,417
-10% -$172K 0.88% 34
2019
Q4 		$1.99M Sell
14,249
-825
-5% -$106K 1.3% 27
2019
Q3 		$1.77M Buy
15,074
+66
+0.4% +$7.46K 1.14% 33
2019
Q2 		$1.68M Buy
+15,008
New +$1.65M 0.9% 42
2019
Q1 		– Sell
-3,094
Closed -$302K – 75
2018
Q4 		$302K Buy
3,094
+254
+9% +$27.1K 0.22% 55
2018
Q3 		$320K Sell
2,840
-410
-13% -$46.5K 0.19% 60
2018
Q2 		$339K Hold
3,250
– – 0.19% 56
2018
Q1 		$357K Sell
3,250
-727
-18% -$82.3K 0.19% 60
2017
Q4 		$425K Buy
3,977
+545
+16% +$55.2K 0.25% 55
2017
Q3 		$328K Buy
+3,432
New +$316K 0.2% 56

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's JPM Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its JPMorgan Chase (JPM) stake by 9.6% in Q2 2021, buying an estimated $147K and bringing the position to 10,660 shares worth $1.66M. The position accounts for 0.85% of the portfolio, ranked #24.

Vontobel Swiss Wealth Advisors first reported a position in JPM in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.99M in Q4 2019. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 10,660 shares of JPMorgan Chase worth $1.66M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 934 JPMorgan Chase shares in Q2 2021, an estimated $147K.
  • JPMorgan Chase made up 0.85% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #24 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in JPMorgan Chase in Q3 2017 and has held it in 15 quarters since.
  • Vontobel Swiss Wealth Advisors's JPMorgan Chase position peaked at $1.99M in Q4 2019.
  • 3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.