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Bar Harbor Trust Services’s JPMorgan Chase JPM Stock Holding History

Bar Harbor Trust Services’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
-10,223
Closed -$1.39M – 70
2022
Q1 		$1.39M Sell
10,223
-1,346
-12% -$199K 0.42% 59
2021
Q4 		$1.83M Sell
11,569
-309
-3% -$50.7K 0.49% 46
2021
Q3 		$1.94M Buy
11,878
+565
+5% +$88.6K 0.61% 42
2021
Q2 		$1.76M Buy
11,313
+364
+3% +$57.2K 0.57% 41
2021
Q1 		$1.67M Buy
10,949
+1,323
+14% +$190K 0.61% 39
2020
Q4 		$1.22M Buy
9,626
+187
+2% +$20.9K 0.46% 46
2020
Q3 		$909K Sell
9,439
-420
-4% -$41.2K 0.38% 51
2020
Q2 		$927K Buy
9,859
+152
+2% +$14.4K 0.42% 49
2020
Q1 		$874K Sell
9,707
-685
-7% -$83.2K 0.62% 37
2019
Q4 		$1.45M Buy
+10,392
New +$1.33M 0.58% 36
2018
Q4 		– Sell
-2,031
Closed -$229K – 69
2018
Q3 		$229K Hold
2,031
– – 0.11% 73
2018
Q2 		$212K Hold
2,031
– – 0.12% 72
2018
Q1 		$223K Hold
2,031
– – 0.12% 65
2017
Q4 		$217K Sell
2,031
-200
-9% -$20.3K 0.11% 71
2017
Q3 		$213K Hold
2,231
– – 0.11% 72
2017
Q2 		$204K Buy
+2,231
New +$193K 0.11% 74

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

Bar Harbor Trust Services's JPM Position: Q2 2022 in Review

Bar Harbor Trust Services sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 10,223 shares — an estimated $1.39M sold.

Bar Harbor Trust Services first reported a position in JPM in Q2 2017 and held it in 16 quarters. The position peaked at $1.94M in Q3 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Bar Harbor Trust Services reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Bar Harbor Trust Services sold 10,223 JPMorgan Chase shares in Q2 2022, an estimated $1.39M.
  • Bar Harbor Trust Services first reported a position in JPMorgan Chase in Q2 2017 and held it in 16 quarters.
  • Bar Harbor Trust Services's JPMorgan Chase position peaked at $1.94M in Q3 2021.
  • 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Bar Harbor Trust Services's 13F filing for Q2 2022.