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Whitegate Investment Counselors’s JPMorgan Chase JPM Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-38,568
Closed -$6.31M – 137
2021
Q3 		$6.31M Sell
38,568
-200
-0.5% -$31.4K 0.9% 33
2021
Q2 		$6.03M Sell
38,768
-455
-1% -$71.5K 0.85% 35
2021
Q1 		$5.97M Hold
39,223
– – 0.91% 33
2020
Q4 		$4.98M Buy
39,223
+1,890
+5% +$211K 0.81% 37
2020
Q3 		$3.59M Buy
37,333
+2,220
+6% +$218K 0.66% 44
2020
Q2 		$3.3M Buy
35,113
+605
+2% +$57.4K 0.66% 44
2020
Q1 		$3.11M Buy
34,508
+225
+0.7% +$27.3K 0.75% 45
2019
Q4 		$4.78M Sell
34,283
-241
-0.7% -$30.9K 0.87% 38
2019
Q3 		$4.06M Buy
34,524
+246
+0.7% +$27.8K 0.8% 43
2019
Q2 		$3.83M Buy
34,278
+647
+2% +$71.3K 0.77% 44
2019
Q1 		$3.4M Buy
33,631
+901
+3% +$92.8K 0.7% 53
2018
Q4 		$3.19M Buy
32,730
+1,790
+6% +$191K 0.74% 47
2018
Q3 		$3.49M Sell
30,940
-1,175
-4% -$133K 0.71% 51
2018
Q2 		$3.35M Sell
32,115
-225
-0.7% -$24.7K 0.68% 49
2018
Q1 		$3.56M Buy
32,340
+595
+2% +$67.4K 0.76% 40
2017
Q4 		$3.4M Buy
31,745
+725
+2% +$73.4K 0.71% 46
2017
Q3 		$2.96M Buy
31,020
+3,191
+11% +$294K 0.65% 53
2017
Q2 		$2.54M Buy
27,829
+650
+2% +$56.1K 0.58% 65
2017
Q1 		$2.39M Buy
27,179
+310
+1% +$27.3K 0.57% 64
2016
Q4 		$2.32M Sell
26,869
-1,350
-5% -$103K 0.62% 62
2016
Q3 		$1.88M Buy
28,219
+100
+0.4% +$6.52K 0.51% 67
2016
Q2 		$1.75M Buy
+28,119
New +$1.76M 0.49% 68
2014
Q1 		$1.62M Buy
+27,419
New +$1.58M 0.45% 70

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whitegate Investment Counselors's JPM Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 38,568 shares — an estimated $6.31M sold.

Whitegate Investment Counselors first reported a position in JPM in Q1 2014 and held it in 23 quarters. The position peaked at $6.31M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 38,568 JPMorgan Chase shares in Q4 2021, an estimated $6.31M.
  • Whitegate Investment Counselors first reported a position in JPMorgan Chase in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's JPMorgan Chase position peaked at $6.31M in Q3 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.