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Asset Management Corp’s JPMorgan Chase JPM Stock Holding History

Asset Management Corp’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
Q1 		$803K Sell
6,158
-883
-13% -$121K 0.63% 38
2022
Q4 		$944K Sell
7,041
-1,091
-13% -$138K 0.79% 31
2022
Q3 		$850K Buy
8,132
+281
+4% +$32.2K 0.51% 43
2022
Q2 		$884K Sell
7,851
-409
-5% -$50.7K 0.57% 39
2022
Q1 		$1.13M Buy
8,260
+635
+8% +$93.7K 0.56% 45
2021
Q4 		$1.21M Buy
7,625
+1,791
+31% +$294K 0.6% 41
2021
Q3 		$955K Buy
5,834
+141
+2% +$22.1K 0.48% 54
2021
Q2 		$886K Buy
5,693
+353
+7% +$55.4K 0.51% 51
2021
Q1 		$813 Sell
5,340
-2,571
-32% -$370K 0.35% 57
2020
Q4 		$1.1M Sell
7,911
-2,803
-26% -$313K 0.61% 45
2020
Q3 		$1.03M Buy
10,714
+129
+1% +$12.7K 0.63% 34
2020
Q2 		$996K Buy
10,585
+1,001
+10% +$95K 0.64% 29
2020
Q1 		$861K Buy
9,584
+3,757
+64% +$456K 0.77% 32
2019
Q4 		$812K Buy
+5,827
New +$747K 0.57% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Asset Management Corp's JPM Position: Q1 2023 in Review

Asset Management Corp reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2023, selling an estimated $121K and leaving 6,158 shares worth $803K. The position accounts for 0.63% of the portfolio, ranked #38.

Asset Management Corp first reported a position in JPM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Asset Management Corp held 6,158 shares of JPMorgan Chase worth $803K as of Q1 2023.
  • Asset Management Corp sold 883 JPMorgan Chase shares in Q1 2023, an estimated $121K.
  • JPMorgan Chase made up 0.63% of Asset Management Corp's portfolio in Q1 2023, its #38 holding.
  • Asset Management Corp first reported a position in JPMorgan Chase in Q4 2019 and has held it in 14 quarters since.
  • Asset Management Corp's JPMorgan Chase position peaked at $1.21M in Q4 2021.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Asset Management Corp's 13F filing for Q1 2023, filed 14 Apr 2023.