ArchPoint Investors’s JPMorgan Chase JPM Stock Holding History

ArchPoint Investors’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
2021 Q4	–	Sell	-3,198	Closed	-$523K	–	91
2021 Q3	$523K	Buy	+3,198	New	+$501K	0.16%	56
2020 Q2	–	Sell	-550	Closed	-$50K	–	122
2020 Q1	$50K	Hold	550	–	–	0.02%	110
2019 Q4	$77K	Hold	550	–	–	0.02%	105
2019 Q3	$65K	Hold	550	–	–	0.02%	100
2019 Q2	$61K	Hold	550	–	–	0.02%	105
2019 Q1	$56K	Hold	550	–	–	0.02%	107
2018 Q4	$54K	Hold	550	–	–	0.02%	94
2018 Q3	$62K	Hold	550	–	–	0.02%	111
2018 Q2	$57K	Hold	550	–	–	0.02%	107
2018 Q1	$60K	Hold	550	–	–	0.02%	123
2017 Q4	$59K	Hold	550	–	–	0.02%	111
2017 Q3	$53K	Hold	550	–	–	0.02%	128
2017 Q2	$50K	Sell	550 -50	-8%	-$4.31K	0.02%	129
2017 Q1	$52K	Buy	+600	New	+$52.9K	0.02%	109
2016 Q3	–	Sell	-600	Closed	-$37K	–	123
2016 Q2	$37K	Hold	600	–	–	0.02%	111
2016 Q1	$36K	Hold	600	–	–	0.02%	105
2015 Q4	$40K	Buy	+600	New	+$39.1K	0.03%	100

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

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

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

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

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

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

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

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

ArchPoint Investors's JPM Position: Q4 2021 in Review

ArchPoint Investors sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 3,198 shares — an estimated $523K sold.

ArchPoint Investors first reported a position in JPM in Q4 2015 and held it in 17 quarters. The position peaked at $523K in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

ArchPoint Investors reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
ArchPoint Investors sold 3,198 JPMorgan Chase shares in Q4 2021, an estimated $523K.
ArchPoint Investors first reported a position in JPMorgan Chase in Q4 2015 and held it in 17 quarters.
ArchPoint Investors's JPMorgan Chase position peaked at $523K in Q3 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on ArchPoint Investors's 13F filing for Q4 2021, filed 11 Feb 2022.