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Arlington Partners’s JPMorgan Chase JPM Stock Holding History

Arlington Partners’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
2024
Q1 		– Sell
-1,781
Closed -$303K – 152
2023
Q4 		$303K Sell
1,781
-1,047
-37% -$159K 0.09% 81
2023
Q3 		$410K Sell
2,828
-6,607
-70% -$990K 0.17% 66
2023
Q2 		$1.37M Buy
9,435
+1,759
+23% +$242K 0.21% 48
2023
Q1 		$1M Buy
7,676
+3,362
+78% +$461K 0.14% 52
2022
Q4 		$579K Buy
4,314
+1,563
+57% +$198K 0.09% 59
2022
Q3 		$287K Sell
2,751
-1,850
-40% -$212K 0.12% 72
2022
Q2 		$518K Buy
4,601
+286
+7% +$35.4K 0.17% 64
2022
Q1 		$588K Buy
4,315
+276
+7% +$40.7K 0.17% 62
2021
Q4 		$640K Hold
4,039
– – 0.17% 59
2021
Q3 		$661K Buy
4,039
+3,559
+741% +$558K 0.19% 61
2021
Q2 		$75K Hold
480
– – 0.03% 164
2021
Q1 		$73K Hold
480
– – 0.03% 183
2020
Q4 		$61K Buy
480
+85
+22% +$9.5K 0.03% 94
2020
Q3 		$38K Sell
395
-38
-9% -$3.73K 0.02% 110
2020
Q2 		$41K Sell
433
-1,729
-80% -$164K 0.02% 109
2020
Q1 		$195K Buy
2,162
+38
+2% +$4.62K 0.1% 73
2019
Q4 		$296K Sell
2,124
-300
-12% -$38.5K 0.18% 46
2019
Q3 		$285K Hold
2,424
– – 0.18% 41
2019
Q2 		$271K Sell
2,424
-1,812
-43% -$200K 0.12% 77
2019
Q1 		$429K Buy
4,236
+3,341
+373% +$344K 0.31% 31
2018
Q4 		$87K Hold
895
– – 0.06% 93
2018
Q3 		$101K Buy
895
+500
+127% +$56.8K 0.07% 93
2018
Q2 		$41K Hold
395
– – 0.04% 81
2018
Q1 		$43K Buy
+395
New +$44.7K 0.04% 79

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arlington Partners's JPM Position: Q1 2024 in Review

Arlington Partners sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 1,781 shares — an estimated $303K sold.

Arlington Partners first reported a position in JPM in Q1 2018 and held it in 24 quarters. The position peaked at $1.37M in Q2 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Arlington Partners reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 1,781 JPMorgan Chase shares in Q1 2024, an estimated $303K.
  • Arlington Partners first reported a position in JPMorgan Chase in Q1 2018 and held it in 24 quarters.
  • Arlington Partners's JPMorgan Chase position peaked at $1.37M in Q2 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.