Windsor Creek Advisors’s JPMorgan Chase JPM Stock Holding History

Windsor Creek 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 Q4	$308K	Sell	1,884 -7,500	-80%	-$1.23M	0.09%	102
2021 Q3	$1.54M	Buy	9,384 +11	+0.1%	+$1.73K	0.44%	64
2021 Q2	$1.46M	Buy	9,373 +11	+0.1%	+$1.73K	0.38%	75
2021 Q1	$1.43M	Sell	9,362 -6,487	-41%	-$933K	0.37%	66
2020 Q4	$2.01M	Buy	15,849 +2,098	+15%	+$235K	0.51%	44
2020 Q3	$1.32M	Buy	13,751 +10,317	+300%	+$1.01M	0.38%	64
2020 Q2	$323K	Sell	3,434 -3,760	-52%	-$357K	0.11%	127
2020 Q1	$648K	Buy	7,194 +4,382	+156%	+$532K	0.23%	93
2019 Q4	$392	Buy	2,812 +21	+0.8%	+$2.69K	0.1%	109
2019 Q3	$328K	Buy	2,791 +31	+1%	+$3.51K	0.08%	121
2019 Q2	$309K	Sell	2,760 -5,701	-67%	-$629K	0.08%	134
2019 Q1	$860K	Sell	8,461 -12,376	-59%	-$1.27M	0.23%	88
2018 Q4	$2.05M	Buy	+20,837	New	+$2.22M	0.65%	39

Other funds holding JPM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Windsor Creek Advisors's JPM Position: Q4 2021 in Review

Windsor Creek Advisors reduced its JPMorgan Chase (JPM) stake by 80% in Q4 2021, selling an estimated $1.23M and leaving 1,884 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #102.

Windsor Creek Advisors first reported a position in JPM in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2018. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Windsor Creek Advisors held 1,884 shares of JPMorgan Chase worth $308K as of Q4 2021.
Windsor Creek Advisors sold 7,500 JPMorgan Chase shares in Q4 2021, an estimated $1.23M.
JPMorgan Chase made up 0.09% of Windsor Creek Advisors's portfolio in Q4 2021, its #102 holding.
Windsor Creek Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 13 quarters since.
Windsor Creek Advisors's JPMorgan Chase position peaked at $2.05M in Q4 2018.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.