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AGF Investments Inc’s JPMorgan Chase JPM Stock Holding History

AGF Investments Inc’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 		$104M Buy
997,002
+156,040
+19% +$17.9M 0.99% 30
2022
Q2 		$94.7M Sell
840,962
-318,846
-27% -$39.5M 0.84% 39
2022
Q1 		$158M Buy
1,159,808
+63,225
+6% +$9.33M 1.19% 18
2021
Q4 		$174M Sell
1,096,583
-113,595
-9% -$18.7M 1.25% 15
2021
Q3 		$198M Sell
1,210,178
-261,362
-18% -$41M 1.52% 9
2021
Q2 		$229M Sell
1,471,540
-33,423
-2% -$5.25M 1.71% 5
2021
Q1 		$229M Sell
1,504,963
-113,052
-7% -$16.3M 1.82% 4
2020
Q4 		$206M Sell
1,618,015
-239,097
-13% -$26.7M 1.75% 3
2020
Q3 		$179M Sell
1,857,112
-160,522
-8% -$15.8M 1.8% 4
2020
Q2 		$190M Buy
2,017,634
+288,487
+17% +$27.4M 2% 2
2020
Q1 		$156M Buy
1,729,147
+276,765
+19% +$33.6M 1.89% 5
2019
Q4 		$202M Sell
1,452,382
-73,861
-5% -$9.47M 2.43% 3
2019
Q3 		$180M Sell
1,526,243
-37,568
-2% -$4.25M 2.25% 4
2019
Q2 		$175M Sell
1,563,811
-519,914
-25% -$57.3M 2.12% 5
2019
Q1 		$211M Sell
2,083,725
-217,068
-9% -$22.4M 2.37% 4
2018
Q4 		$225M Buy
2,300,793
+42,493
+2% +$4.53M 2.68% 3
2018
Q3 		$255M Sell
2,258,300
-11,477
-0.5% -$1.3M 2.57% 3
2018
Q2 		$237M Buy
2,269,777
+170,108
+8% +$18.7M 2.43% 3
2018
Q1 		$231M Sell
2,099,669
-263,495
-11% -$29.8M 2.5% 2
2017
Q4 		$253M Buy
2,363,164
+194,864
+9% +$19.7M 2.46% 2
2017
Q3 		$207M Buy
2,168,300
+122,912
+6% +$11.3M 2.26% 4
2017
Q2 		$187M Buy
2,045,388
+35,045
+2% +$3.02M 2.14% 5
2017
Q1 		$176M Sell
2,010,343
-10,820
-0.5% -$955K 1.92% 5
2016
Q4 		$174M Sell
2,021,163
-14,766
-0.7% -$1.13M 2.01% 5
2016
Q3 		$136M Sell
2,035,929
-230,790
-10% -$15M 1.52% 9
2016
Q2 		$141M Buy
2,266,719
+98,947
+5% +$6.18M 1.57% 7
2016
Q1 		$128M Buy
2,167,772
+261,667
+14% +$15.3M 1.55% 8
2015
Q4 		$126M Sell
1,906,105
-78,775
-4% -$5.13M 1.55% 8
2015
Q3 		$122M Sell
1,984,880
-343,106
-15% -$22.5M 1.53% 7
2015
Q2 		$157M Buy
2,327,986
+150,164
+7% +$9.8M 1.7% 4
2015
Q1 		$132M Sell
2,177,822
-118,796
-5% -$7.04M 1.43% 8
2014
Q4 		$144M Buy
2,296,618
+55,436
+2% +$3.34M 1.54% 6
2014
Q3 		$135M Buy
2,241,182
+46,334
+2% +$2.71M 1.41% 8
2014
Q2 		$127M Buy
2,194,848
+93,002
+4% +$5.23M 1.24% 10
2014
Q1 		$128M Buy
2,101,846
+159,482
+8% +$9.22M 1.3% 10
2013
Q4 		$114M Buy
1,942,364
+279,652
+17% +$15.3M 1.16% 14
2013
Q3 		$85.8M Buy
1,662,712
+29,965
+2% +$1.61M 0.97% 20
2013
Q2 		$86.2M Buy
+1,632,747
New +$83M 0.99% 25

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

AGF Investments Inc's JPM Position: Q3 2022 in Review

AGF Investments Inc increased its JPMorgan Chase (JPM) stake by 19% in Q3 2022, buying an estimated $17.9M and bringing the position to 997,002 shares worth $104M. The position accounts for 0.99% of the portfolio, ranked #30.

AGF Investments Inc first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $255M in Q3 2018. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • AGF Investments Inc held 997,002 shares of JPMorgan Chase worth $104M as of Q3 2022.
  • AGF Investments Inc bought 156,040 JPMorgan Chase shares in Q3 2022, an estimated $17.9M.
  • JPMorgan Chase made up 0.99% of AGF Investments Inc's portfolio in Q3 2022, its #30 holding.
  • AGF Investments Inc first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
  • AGF Investments Inc's JPMorgan Chase position peaked at $255M in Q3 2018.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.