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AGF Investments America’s JPMorgan Chase JPM Stock Holding History

AGF Investments America’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
Q2 		– Sell
-102,234
Closed -$13.9M – 44
2022
Q1 		$13.9M Buy
102,234
+48,746
+91% +$7.2M 2.54% 15
2021
Q4 		$8.47M Buy
53,488
+1,273
+2% +$209K 1.62% 24
2021
Q3 		$8.55M Hold
52,215
– – 1.78% 21
2021
Q2 		$8.12M Buy
52,215
+1,110
+2% +$174K 1.92% 20
2021
Q1 		$7.78M Hold
51,105
– – 1.97% 19
2020
Q4 		$6.49M Buy
51,105
+48
+0.1% +$5.37K 1.68% 25
2020
Q3 		$4.92M Buy
51,057
+619
+1% +$60.8K 1.47% 28
2020
Q2 		$4.74M Buy
50,438
+1,708
+4% +$162K 1.62% 26
2020
Q1 		$4.39M Buy
48,730
+695
+1% +$84.4K 1.83% 23
2019
Q4 		$6.7M Buy
48,035
+425
+0.9% +$54.5K 2.2% 19
2019
Q3 		$5.6M Buy
47,610
+909
+2% +$103K 1.86% 21
2019
Q2 		$5.22M Sell
46,701
-6,242
-12% -$688K 1.78% 21
2019
Q1 		$5.36M Sell
52,943
-3,914
-7% -$403K 1.91% 18
2018
Q4 		$5.55M Buy
56,857
+1,375
+2% +$147K 2.25% 15
2018
Q3 		$6.26M Buy
55,482
+914
+2% +$104K 2.18% 17
2018
Q2 		$5.69M Buy
54,568
+1,266
+2% +$139K 2.1% 20
2018
Q1 		$5.86M Sell
53,302
-6,228
-10% -$705K 2.23% 17
2017
Q4 		$6.37M Buy
59,530
+1,610
+3% +$163K 2.37% 15
2017
Q3 		$5.53M Buy
57,920
+713
+1% +$65.8K 2.11% 20
2017
Q2 		$5.23M Buy
57,207
+1,968
+4% +$170K 2.05% 21
2017
Q1 		$4.85M Buy
55,239
+994
+2% +$87.7K 1.99% 19
2016
Q4 		$4.68M Buy
54,245
+674
+1% +$51.4K 2% 20
2016
Q3 		$3.57M Buy
53,571
+189
+0.4% +$12.3K 1.55% 26
2016
Q2 		$3.32M Buy
+53,382
New +$3.33M 1.5% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AGF Investments America's JPM Position: Q2 2022 in Review

AGF Investments America sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 102,234 shares — an estimated $13.9M sold.

AGF Investments America first reported a position in JPM in Q2 2016 and held it in 24 quarters. The position peaked at $13.9M in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • AGF Investments America reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • AGF Investments America sold 102,234 JPMorgan Chase shares in Q2 2022, an estimated $13.9M.
  • AGF Investments America first reported a position in JPMorgan Chase in Q2 2016 and held it in 24 quarters.
  • AGF Investments America's JPMorgan Chase position peaked at $13.9M in Q1 2022.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on AGF Investments America's 13F filing for Q2 2022, filed 12 Aug 2022.