Bontempo Ohly Capital Management’s JPMorgan Chase JPM Stock Holding History

Bontempo Ohly 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	-15,836	Closed	-$2.69M	–	37
2023 Q4	$2.69M	Sell	15,836 -77	-0.5%	-$11.7K	1.31%	24
2023 Q3	$2.31M	Sell	15,913 -25	-0.2%	-$3.75K	1.26%	24
2023 Q2	$2.32M	Sell	15,938 -177	-1%	-$24.3K	1.13%	25
2023 Q1	$2.1M	Buy	+16,115	New	+$2.21M	1.04%	25
2020 Q1	–	Sell	-18,446	Closed	-$2.57M	–	34
2019 Q4	$2.57M	Sell	18,446 -116	-0.6%	-$14.9K	1.71%	24
2019 Q3	$2.19M	Buy	18,562 +153	+0.8%	+$17.3K	1.56%	26
2019 Q2	$2.06M	Buy	18,409 +234	+1%	+$25.8K	1.49%	25
2019 Q1	$1.84M	Buy	+18,175	New	+$1.87M	1.33%	28

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bontempo Ohly Capital Management's JPM Position: Q1 2024 in Review

Bontempo Ohly Capital Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 15,836 shares — an estimated $2.69M sold.

Bontempo Ohly Capital Management first reported a position in JPM in Q1 2019 and held it in 8 quarters. The position peaked at $2.69M in Q4 2023. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Bontempo Ohly Capital Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Bontempo Ohly Capital Management sold 15,836 JPMorgan Chase shares in Q1 2024, an estimated $2.69M.
Bontempo Ohly Capital Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 8 quarters.
Bontempo Ohly Capital Management's JPMorgan Chase position peaked at $2.69M in Q4 2023.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

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