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Ategra Capital Management’s JPMorgan Chase JPM Stock Holding History

Ategra 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
2024
Q2 		– Sell
-8,545
Closed -$1.71M – 59
2024
Q1 		$1.71M Sell
8,545
-1
-0% -$180 0.77% 30
2023
Q4 		$1.45M Sell
8,546
-268
-3% -$40.6K 0.64% 37
2023
Q3 		$1.28M Sell
8,814
-25
-0.3% -$3.75K 0.69% 36
2023
Q2 		$1.29M Sell
8,839
-14,559
-62% -$2M 0.69% 36
2023
Q1 		$3.05M Buy
23,398
+512
+2% +$70.2K 1.67% 17
2022
Q4 		$3.07M Buy
22,886
+5,078
+29% +$643K 1.55% 20
2022
Q3 		$1.86M Buy
17,808
+10,760
+153% +$1.23M 0.96% 27
2022
Q2 		$794K Sell
7,048
-368
-5% -$45.6K 0.41% 52
2022
Q1 		$1.01M Sell
7,416
-1,435
-16% -$212K 0.44% 54
2021
Q4 		$1.4M Sell
8,851
-3,120
-26% -$512K 0.61% 39
2021
Q3 		$1.96M Sell
11,971
-95
-0.8% -$14.9K 0.93% 30
2021
Q2 		$1.88M Sell
12,066
-295
-2% -$46.3K 0.91% 32
2021
Q1 		$1.88M Buy
12,361
+384
+3% +$55.2K 1.04% 26
2020
Q4 		$1.52M Buy
11,977
+1,308
+12% +$146K 1.06% 27
2020
Q3 		$1.03M Buy
10,669
+3,569
+50% +$350K 0.92% 31
2020
Q2 		$668K Buy
7,100
+1,463
+26% +$139K 0.64% 36
2020
Q1 		$507K Buy
5,637
+701
+14% +$85.2K 0.6% 34
2019
Q4 		$688K Hold
4,936
– – 0.58% 34
2019
Q3 		$581K Sell
4,936
-100
-2% -$11.3K 0.53% 40
2019
Q2 		$563K Sell
5,036
-100
-2% -$11K 0.53% 42
2019
Q1 		$520K Buy
+5,136
New +$529K 0.51% 41

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Ategra Capital Management's JPM Position: Q2 2024 in Review

Ategra Capital Management sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 8,545 shares — an estimated $1.71M sold.

Ategra Capital Management first reported a position in JPM in Q1 2019 and held it in 21 quarters. The position peaked at $3.07M in Q4 2022. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Ategra Capital Management reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 8,545 JPMorgan Chase shares in Q2 2024, an estimated $1.71M.
  • Ategra Capital Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 21 quarters.
  • Ategra Capital Management's JPMorgan Chase position peaked at $3.07M in Q4 2022.
  • 4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.