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Bivin & Associates’s JPMorgan Chase JPM Stock Holding History

Bivin & Associates’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 		$9K Hold
80
– – 0.01% 175
2022
Q1 		$11K Hold
80
– – 0.01% 174
2021
Q4 		$13K Buy
+80
New +$13.1K 0.01% 164

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

Bivin & Associates's JPM Position: Q2 2022 in Review

Bivin & Associates held its JPMorgan Chase (JPM) position steady in Q2 2022 at 80 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #175.

Bivin & Associates first reported a position in JPM in Q4 2021 and has held it in 3 quarters since. The position peaked at $13K in Q4 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Bivin & Associates held 80 shares of JPMorgan Chase worth $9K as of Q2 2022.
  • Bivin & Associates left its JPMorgan Chase share count unchanged in Q2 2022.
  • JPMorgan Chase made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #175 holding.
  • Bivin & Associates first reported a position in JPMorgan Chase in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's JPMorgan Chase position peaked at $13K in Q4 2021.
  • 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.