American Research & Management Company’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $477K | Sell |
4,564
-38
| -0.8% | -$4.36K | 0.13% | 84 |
|
|
2022
Q2 | $518K | Sell |
4,602
-359
| -7% | -$44.5K | 0.13% | 84 |
|
|
2022
Q1 | $676K | Buy |
4,961
+100
| +2% | +$14.8K | 0.15% | 81 |
|
|
2021
Q4 | $770K | Buy |
4,861
+265
| +6% | +$43.5K | 0.17% | 78 |
|
|
2021
Q3 | $752K | Hold |
4,596
| – | – | 0.17% | 78 |
|
|
2021
Q2 | $715K | Buy |
4,596
+200
| +5% | +$31.4K | 0.16% | 78 |
|
|
2021
Q1 | $669K | Sell |
4,396
-569
| -11% | -$81.9K | 0.16% | 81 |
|
|
2020
Q4 | $631K | Buy |
4,965
+1,000
| +25% | +$112K | 0.16% | 83 |
|
|
2020
Q3 | $382K | Buy |
3,965
+31
| +0.8% | +$3.04K | 0.11% | 91 |
|
|
2020
Q2 | $370K | Buy |
3,934
+118
| +3% | +$11.2K | 0.11% | 94 |
|
|
2020
Q1 | $344K | Hold |
3,816
| – | – | 0.13% | 97 |
|
|
2019
Q4 | $532K | Sell |
3,816
-59
| -2% | -$7.57K | 0.16% | 89 |
|
|
2019
Q3 | $456K | Hold |
3,875
| – | – | 0.14% | 97 |
|
|
2019
Q2 | $433K | Hold |
3,875
| – | – | 0.13% | 104 |
|
|
2019
Q1 | $392K | Buy |
3,875
+1,827
| +89% | +$188K | 0.11% | 110 |
|
|
2018
Q4 | $200K | Buy |
2,048
+50
| +3% | +$5.33K | 0.07% | 120 |
|
|
2018
Q3 | $225K | Hold |
1,998
| – | – | 0.07% | 124 |
|
|
2018
Q2 | $208K | Hold |
1,998
| – | – | 0.07% | 109 |
|
|
2018
Q1 | $220K | Hold |
1,998
| – | – | 0.07% | 116 |
|
|
2017
Q4 | $214K | Buy |
1,998
+171
| +9% | +$17.3K | 0.07% | 118 |
|
|
2017
Q3 | $174K | Hold |
1,827
| – | – | 0.06% | 119 |
|
|
2017
Q2 | $167K | Hold |
1,827
| – | – | 0.05% | 116 |
|
|
2017
Q1 | $160K | Sell |
1,827
-896
| -33% | -$79K | 0.06% | 110 |
|
|
2016
Q4 | $235K | Sell |
2,723
-400
| -13% | -$30.5K | 0.08% | 106 |
|
|
2016
Q3 | $208K | Sell |
3,123
-1,296
| -29% | -$84.5K | 0.08% | 104 |
|
|
2016
Q2 | $275K | Hold |
4,419
| – | – | 0.11% | 89 |
|
|
2016
Q1 | $262K | Hold |
4,419
| – | – | 0.11% | 91 |
|
|
2015
Q4 | $292K | Sell |
4,419
-25
| -0.6% | -$1.63K | 0.12% | 92 |
|
|
2015
Q3 | $271K | Hold |
4,444
| – | – | 0.12% | 97 |
|
|
2015
Q2 | $301K | Buy |
4,444
+252
| +6% | +$16.5K | 0.12% | 95 |
|
|
2015
Q1 | $254K | Hold |
4,192
| – | – | 0.1% | 99 |
|
|
2014
Q4 | $262K | Hold |
4,192
| – | – | 0.1% | 97 |
|
|
2014
Q3 | $253K | Hold |
4,192
| – | – | 0.09% | 105 |
|
|
2014
Q2 | $242K | Sell |
4,192
-100
| -2% | -$5.62K | 0.08% | 107 |
|
|
2014
Q1 | $261K | Buy |
4,292
+200
| +5% | +$11.6K | 0.09% | 105 |
|
|
2013
Q4 | $239K | Buy |
4,092
+25
| +0.6% | +$1.37K | 0.09% | 107 |
|
|
2013
Q3 | $210K | Hold |
4,067
| – | – | 0.08% | 108 |
|
|
2013
Q2 | $215K | Buy |
+4,067
| New | +$207K | 0.09% | 109 |
|
Other funds holding JPM
American Research & Management Company's JPM Position: Q3 2022 in Review
American Research & Management Company reduced its JPMorgan Chase (JPM) stake by 0.83% in Q3 2022, selling an estimated $4.36K and leaving 4,564 shares worth $477K. The position accounts for 0.13% of the portfolio, ranked #84.
American Research & Management Company first reported a position in JPM in Q2 2013 and has held it in 38 quarters since. The position peaked at $770K in Q4 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.
- American Research & Management Company held 4,564 shares of JPMorgan Chase worth $477K as of Q3 2022.
- American Research & Management Company sold 38 JPMorgan Chase shares in Q3 2022, an estimated $4.36K.
- JPMorgan Chase made up 0.13% of American Research & Management Company's portfolio in Q3 2022, its #84 holding.
- American Research & Management Company first reported a position in JPMorgan Chase in Q2 2013 and has held it in 38 quarters since.
- American Research & Management Company's JPMorgan Chase position peaked at $770K in Q4 2021.
- 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.
Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.