Antonetti Capital Management’s JPMorgan Chase JPM Stock Holding History

Antonetti Capital Management’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
2023 Q3	$91.2K	Sell	629 -50	-7%	-$7.5K	0.14%	67
2023 Q2	$98.8K	Sell	679 -66	-9%	-$9.08K	0.14%	65
2023 Q1	$97.1K	Sell	745 -555	-43%	-$76K	0.14%	60
2022 Q4	$174K	Sell	1,300 -200	-13%	-$25.3K	0.24%	49
2022 Q3	$157K	Hold	1,500	–	–	0.18%	50
2022 Q2	$169K	Hold	1,500	–	–	0.18%	51
2022 Q1	$204K	Sell	1,500 -6,400	-81%	-$945K	0.19%	54
2021 Q4	$1.25M	Sell	7,900 -244	-3%	-$40.1K	0.98%	17
2021 Q3	$1.33M	Buy	+8,144	New	+$1.28M	1.09%	18
2014 Q3	–	Sell	-1,600	Closed	-$92K	–	164
2014 Q2	$92K	Sell	1,600 -200	-11%	-$11.2K	0.07%	70
2014 Q1	$109K	Sell	1,800 -50	-3%	-$2.89K	0.1%	71
2013 Q4	$108K	Hold	1,850	–	–	0.1%	86
2013 Q3	$96K	Sell	1,850 -10,350	-85%	-$555K	0.1%	112
2013 Q2	$368K	Buy	+12,200	New	+$620K	0.4%	42

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Antonetti Capital Management's JPM Position: Q3 2023 in Review

Antonetti Capital Management reduced its JPMorgan Chase (JPM) stake by 7.4% in Q3 2023, selling an estimated $7.5K and leaving 629 shares worth $91.2K. The position accounts for 0.14% of the portfolio, ranked #67.

Antonetti Capital Management first reported a position in JPM in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.33M in Q3 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Antonetti Capital Management held 629 shares of JPMorgan Chase worth $91.2K as of Q3 2023.
Antonetti Capital Management sold 50 JPMorgan Chase shares in Q3 2023, an estimated $7.5K.
JPMorgan Chase made up 0.14% of Antonetti Capital Management's portfolio in Q3 2023, its #67 holding.
Antonetti Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's JPMorgan Chase position peaked at $1.33M in Q3 2021.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.