Weather Gauge Advisory’s JPMorgan Chase JPM Stock Holding History

Weather Gauge Advisory’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	$1.22M	Sell	7,448 -493	-6%	-$77.3K	1.48%	22
2021 Q2	$1.24M	Buy	7,941 +7	+0.1%	+$1.1K	1.44%	22
2021 Q1	$1.21M	Buy	7,934 +13	+0.2%	+$1.87K	1.42%	23
2020 Q4	$1.01M	Buy	7,921 +116	+1%	+$13K	1.17%	28
2020 Q3	$751K	Buy	7,805 +22	+0.3%	+$2.16K	0.89%	35
2020 Q2	$732K	Sell	7,783 -1,468	-16%	-$139K	0.87%	35
2020 Q1	$833K	Sell	9,251 -285	-3%	-$34.6K	1.01%	32
2019 Q4	$1.33M	Buy	9,536 +16	+0.2%	+$2.05K	1.17%	27
2019 Q3	$1.12M	Buy	9,520 +15	+0.2%	+$1.7K	1.05%	30
2019 Q2	$1.06M	Buy	9,505 +15	+0.2%	+$1.65K	1.02%	30
2019 Q1	$961K	Buy	9,490 +25	+0.3%	+$2.58K	0.93%	34
2018 Q4	$924K	Buy	+9,465	New	+$1.01M	1.01%	33

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Weather Gauge Advisory's JPM Position: Q3 2021 in Review

Weather Gauge Advisory reduced its JPMorgan Chase (JPM) stake by 6.2% in Q3 2021, selling an estimated $77.3K and leaving 7,448 shares worth $1.22M. The position accounts for 1.48% of the portfolio, ranked #22.

Weather Gauge Advisory first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2019. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Weather Gauge Advisory held 7,448 shares of JPMorgan Chase worth $1.22M as of Q3 2021.
Weather Gauge Advisory sold 493 JPMorgan Chase shares in Q3 2021, an estimated $77.3K.
JPMorgan Chase made up 1.48% of Weather Gauge Advisory's portfolio in Q3 2021, its #22 holding.
Weather Gauge Advisory first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
Weather Gauge Advisory's JPMorgan Chase position peaked at $1.33M in Q4 2019.
3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.