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B&D White Capital Company’s JPMorgan Chase JPM Stock Holding History

B&D White Capital Company’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
2022
Q2 		– Sell
-14,896
Closed -$2.03M – 58
2022
Q1 		$2.03M Buy
14,896
+4,640
+45% +$685K 0.65% 23
2021
Q4 		$1.62M Buy
10,256
+883
+9% +$145K 0.53% 25
2021
Q3 		$1.53M Sell
9,373
-131
-1% -$20.5K 0.59% 35
2021
Q2 		$1.48M Hold
9,504
– – 0.66% 21
2021
Q1 		$1.4M Buy
9,504
+2,163
+29% +$311K 0.74% 27
2020
Q4 		$932K Buy
+7,341
New +$821K 0.53% 28

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B&D White Capital Company's JPM Position: Q2 2022 in Review

B&D White Capital Company sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 14,896 shares — an estimated $2.03M sold.

B&D White Capital Company first reported a position in JPM in Q4 2020 and held it in 6 quarters. The position peaked at $2.03M in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • B&D White Capital Company reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • B&D White Capital Company sold 14,896 JPMorgan Chase shares in Q2 2022, an estimated $2.03M.
  • B&D White Capital Company first reported a position in JPMorgan Chase in Q4 2020 and held it in 6 quarters.
  • B&D White Capital Company's JPMorgan Chase position peaked at $2.03M in Q1 2022.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on B&D White Capital Company's 13F filing for Q2 2022, filed 14 Jul 2022.