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AGF Investments LLC’s JPMorgan Chase JPM Stock Holding History

AGF Investments 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 		– Sell
-480
Closed -$54K – 354
2022
Q2 		$54K Sell
480
-3,519
-88% -$436K 0.01% 300
2022
Q1 		$545K Buy
3,999
+2,076
+108% +$306K 0.05% 240
2021
Q4 		$305K Sell
1,923
-353
-16% -$58K 0.03% 274
2021
Q3 		$373K Sell
2,276
-190
-8% -$29.8K 0.04% 255
2021
Q2 		$384K Buy
2,466
+666
+37% +$105K 0.04% 254
2021
Q1 		$274K Buy
1,800
+374
+26% +$53.8K 0.03% 262
2020
Q4 		$181K Sell
1,426
-902
-39% -$101K 0.02% 287
2020
Q3 		$224K Sell
2,328
-7,001
-75% -$688K 0.03% 312
2020
Q2 		$877K Sell
9,329
-4,012
-30% -$381K 0.09% 272
2020
Q1 		$1.2M Sell
13,341
-3,671
-22% -$446K 0.16% 82
2019
Q4 		$2.37M Buy
17,012
+7,593
+81% +$974K 0.44% 50
2019
Q3 		$1.11M Sell
9,419
-4,766
-34% -$539K 0.26% 99
2019
Q2 		$1.59M Buy
+14,185
New +$1.56M 0.33% 90
2019
Q1 		– Sell
-218
Closed -$21K – 685
2018
Q4 		$21K Sell
218
-12
-5% -$1.28K ﹤0.01% 530
2018
Q3 		$26K Sell
230
-113
-33% -$12.8K ﹤0.01% 511
2018
Q2 		$36 Buy
343
+102
+42% +$11.2K ﹤0.01% 490
2018
Q1 		$26K Buy
241
+4
+2% +$453 ﹤0.01% 431
2017
Q4 		$25K Buy
237
+65
+38% +$6.58K ﹤0.01% 379
2017
Q3 		$17K Hold
172
– – ﹤0.01% 378
2017
Q2 		$16K Hold
172
– – ﹤0.01% 390
2017
Q1 		$16K Buy
172
+26
+18% +$2.29K ﹤0.01% 397
2016
Q4 		$13K Buy
+146
New +$11.1K ﹤0.01% 435

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 LLC's JPM Position: Q3 2022 in Review

AGF Investments LLC sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 480 shares — an estimated $54K sold.

AGF Investments LLC first reported a position in JPM in Q4 2016 and held it in 22 quarters. The position peaked at $2.37M in Q4 2019. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • AGF Investments LLC reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 480 JPMorgan Chase shares in Q3 2022, an estimated $54K.
  • AGF Investments LLC first reported a position in JPMorgan Chase in Q4 2016 and held it in 22 quarters.
  • AGF Investments LLC's JPMorgan Chase position peaked at $2.37M in Q4 2019.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

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