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55I LLC’s JPMorgan Chase JPM Stock Holding History

55I LLC’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
2022
Q3 		$2.33M Buy
22,283
+9,897
+80% +$1.14M 0.07% 170
2022
Q2 		$1.4M Sell
12,386
-15,349
-55% -$1.9M 0.04% 211
2022
Q1 		$3.78M Sell
27,735
-2,346
-8% -$346K 0.09% 139
2021
Q4 		$4.76M Buy
30,081
+1,888
+7% +$310K 0.12% 110
2021
Q3 		$4.62M Buy
28,193
+4,810
+21% +$754K 0.14% 99
2021
Q2 		$3.64M Buy
23,383
+3,336
+17% +$524K 0.13% 101
2021
Q1 		$3.05M Buy
20,047
+1,278
+7% +$184K 0.15% 88
2020
Q4 		$2.38M Sell
18,769
-9,751
-34% -$1.09M 0.18% 82
2020
Q3 		$2.75M Buy
28,520
+4,004
+16% +$393K 0.25% 78
2020
Q2 		$2.31M Buy
24,516
+5,130
+26% +$487K 0.35% 67
2020
Q1 		$1.99M Sell
19,386
-2,712
-12% -$329K 0.57% 43
2019
Q4 		$3.08M Buy
22,098
+3,463
+19% +$444K 1.32% 20
2019
Q3 		$2.19M Buy
18,635
+9,313
+100% +$1.05M 1.07% 23
2019
Q2 		$1.04M Buy
+9,322
New +$1.03M 0.59% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

55I LLC's JPM Position: Q3 2022 in Review

55I LLC increased its JPMorgan Chase (JPM) stake by 80% in Q3 2022, buying an estimated $1.14M and bringing the position to 22,283 shares worth $2.33M. The position accounts for 0.07% of the portfolio, ranked #170.

55I LLC first reported a position in JPM in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.76M in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • 55I LLC held 22,283 shares of JPMorgan Chase worth $2.33M as of Q3 2022.
  • 55I LLC bought 9,897 JPMorgan Chase shares in Q3 2022, an estimated $1.14M.
  • JPMorgan Chase made up 0.07% of 55I LLC's portfolio in Q3 2022, its #170 holding.
  • 55I LLC first reported a position in JPMorgan Chase in Q2 2019 and has held it in 14 quarters since.
  • 55I LLC's JPMorgan Chase position peaked at $4.76M in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.