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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
2021
Q4 		– Sell
-34,500
Closed -$15K – 1007
2021
Q3 		$15K Sell
34,500
-4,500
-12% -$705K ﹤0.01% 640
2021
Q2 		$22K Buy
+39,000
New +$6.13M ﹤0.01% 552
2021
Q1 		– Sell
-37,500
Closed -$1K – 878
2020
Q4 		$1K Buy
+37,500
New +$4.19M ﹤0.01% 675
2020
Q3 		– Sell
-34,000
Closed -$3.34M – 350
2020
Q2 		$110K Buy
34,000
+20,000
+143% +$1.9M 0.01% 264
2020
Q1 		$134K Buy
+14,000
New +$1.7M 0.02% 274
2019
Q4 		– Sell
-37,100
Closed -$49K – 675
2019
Q3 		$49K Buy
+37,100
New +$4.2M 0.01% 372
2019
Q2 		– Sell
-25,000
Closed -$115K – 414
2019
Q1 		$115K Sell
25,000
-59,500
-70% -$6.13M 0.02% 248
2018
Q4 		$196K Buy
84,500
+60,000
+245% +$6.39M 0.02% 234
2018
Q3 		$112K Buy
+24,500
New +$2.78M 0.01% 344
2018
Q2 		– Sell
-10,000
Closed -$11K – 458
2018
Q1 		$11K Buy
+10,000
New +$1.13M ﹤0.01% 387
2017
Q3 		– Sell
-100,000
Closed -$1K – 538
2017
Q2 		$1K Sell
100,000
-104,700
-51% -$9.03M ﹤0.01% 489
2017
Q1 		$631K Buy
204,700
+116,100
+131% +$10.2M 0.08% 166
2016
Q4 		$195K Buy
88,600
+75,400
+571% +$5.75M 0.01% 335
2016
Q3 		$12K Sell
13,200
-266,900
-95% -$17.4M ﹤0.01% 393
2016
Q2 		$85K Buy
280,100
+26,600
+10% +$1.66M 0.01% 338
2016
Q1 		$410K Buy
253,500
+82,600
+48% +$4.82M 0.04% 202
2015
Q4 		$172K Buy
+170,900
New +$11.1M 0.01% 423
2015
Q2 		– Sell
-150,000
Closed -$305K – 496
2015
Q1 		$305K Buy
150,000
+100,000
+200% +$5.92M 0.03% 329
2014
Q4 		$13K Sell
50,000
-68,700
-58% -$4.13M ﹤0.01% 674
2014
Q3 		$72K Buy
+118,700
New +$6.94M ﹤0.01% 704

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.