SEC 13F Intelligence

Altavista Wealth Management, Inc. / JPM

Altavista Wealth Management, Inc.’s Jpmorgan Chase & Co Position

Does Altavista Wealth Management, Inc. own Jpmorgan Chase & Co (JPM)? Yes47.0K shares worth $7M (+1.50% of its 13F portfolio) as of Q4 2021, up from 46.2K shares the prior filed quarter.

Position Value
$7M
Q4 2021
Shares
47.0K
% of Portfolio
+1.50%
Quarters Held
13
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $7MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202147.0K$7M+1.50%
Q3 202146.2K$8M+1.68%
Q2 202148.4K$8M+1.64%
Q1 202147.5K$7M+1.77%
Q4 202049.0K$6M+1.58%
Q3 202048.4K$5M+1.28%
Q2 202048.1K$5M+1.31%
Q1 202048.5K$4M+1.49%
Q4 201944.6K$6M+1.85%
Q3 201945.3K$5M+1.66%
Q2 201944.9K$5M+1.61%
Q1 201944.7K$5M+1.60%
Q4 201844.8K$4M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Altavista Wealth Management, Inc.’s full portfolio or all institutional holders of JPM.