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Bluefin Capital Management’s JPMorgan Chase JPM Stock Holding History

Bluefin 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
Q1 		– Sell
-1,700
Closed -$290K – 224
2023
Q4 		$290K Sell
1,700
-500
-23% -$75.8K 0.03% 97
2023
Q3 		$319K Sell
2,200
-100
-4% -$15K 0.03% 81
2023
Q2 		$335K Buy
+2,300
New +$316K 0.06% 73
2023
Q1 		– Sell
-4,940
Closed -$677K – 107
2022
Q4 		$662K Sell
4,940
-2,100
-30% -$266K 0.1% 123
2022
Q3 		$736K Sell
7,040
-1,530
-18% -$176K 0.07% 151
2022
Q2 		$988K Buy
8,570
+2,040
+31% +$253K 0.11% 132
2022
Q1 		$890K Sell
6,530
-33,622
-84% -$4.96M 0.08% 143
2021
Q4 		$6.36M Sell
40,152
-26,593
-40% -$4.37M 0.44% 42
2021
Q3 		$10.9M Sell
66,745
-56,425
-46% -$8.85M 1.08% 14
2021
Q2 		$19.2M Buy
123,170
+97,443
+379% +$15.3M 1.22% 14
2021
Q1 		$3.92M Buy
25,727
+7,830
+44% +$1.13M 0.18% 77
2020
Q4 		$2.27M Buy
+17,897
New +$2M 0.13% 91
2020
Q3 		– Sell
-19,864
Closed -$1.95M – 68
2020
Q2 		$1.87M Buy
19,864
+4,614
+30% +$438K 0.16% 76
2020
Q1 		$1.37M Sell
15,250
-106,046
-87% -$12.9M 0.18% 97
2019
Q4 		$16.9M Buy
121,296
+113,387
+1,434% +$14.5M 1.12% 18
2019
Q3 		$931K Buy
+7,909
New +$895K 0.14% 119
2019
Q2 		– Sell
-24,839
Closed -$2.74M – 413
2019
Q1 		$2.52M Sell
24,839
-19,911
-44% -$2.05M 0.36% 46
2018
Q4 		$4.37M Buy
44,750
+19,681
+79% +$2.1M 0.44% 34
2018
Q3 		$2.73M Buy
+25,069
New +$2.85M 0.25% 78
2018
Q1 		– Sell
-33,426
Closed -$3.78M – 517
2017
Q4 		$3.57M Sell
33,426
-45,891
-58% -$4.65M 0.22% 63
2017
Q3 		$4.79M Buy
79,317
+2,007
+3% +$185K 0.56% 37
2017
Q2 		$7.07M Sell
77,310
-237,574
-75% -$20.5M 0.76% 21
2017
Q1 		$27.5M Sell
314,884
-291,196
-48% -$25.7M 3.58% 4
2016
Q4 		$37.4M Buy
606,080
+591,335
+4,010% +$45.1M 2.3% 5
2016
Q3 		$492K Sell
14,745
-93,638
-86% -$6.11M 0.02% 191
2016
Q2 		$4.26M Buy
108,383
+64,937
+149% +$4.06M 0.42% 42
2016
Q1 		$1.6M Sell
43,446
-11,754
-21% -$686K 0.16% 86
2015
Q4 		$3.65M Sell
55,200
-39,224
-42% -$2.55M 0.29% 95
2015
Q3 		$5.76M Sell
94,424
-411,730
-81% -$27M 0.35% 48
2015
Q2 		$16.5M Buy
506,154
+401,561
+384% +$26.2M 1.01% 19
2015
Q1 		$6.34M Sell
104,593
-923,065
-90% -$54.7M 0.58% 43
2014
Q4 		$28.5M Buy
1,027,658
+867,005
+540% +$52.2M 1.71% 8
2014
Q3 		$9.68M Sell
160,653
-66,278
-29% -$3.87M 0.53% 39
2014
Q2 		$13.1M Buy
226,931
+190,232
+518% +$10.7M 0.56% 20
2014
Q1 		$2.2M Sell
36,699
-210,440
-85% -$12.2M 0.14% 122
2013
Q4 		$14.5M Buy
247,139
+101,758
+70% +$5.57M 1.12% 18
2013
Q3 		$7.5M Buy
145,381
+129,530
+817% +$6.95M 0.7% 27
2013
Q2 		$800K Buy
+15,851
New +$806K 0.08% 247

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bluefin Capital Management's JPM Position: Q1 2024 in Review

Bluefin Capital Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 1,700 shares — an estimated $290K sold.

Bluefin Capital Management first reported a position in JPM in Q2 2013 and held it in 38 quarters. The position peaked at $37.4M in Q4 2016. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Bluefin Capital Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Bluefin Capital Management sold 1,700 JPMorgan Chase shares in Q1 2024, an estimated $290K.
  • Bluefin Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 38 quarters.
  • Bluefin Capital Management's JPMorgan Chase position peaked at $37.4M in Q4 2016.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Bluefin Capital Management's 13F filing for Q1 2024, filed 15 May 2024.