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Breiter Capital Management’s JPMorgan Chase JPM Stock Holding History

Breiter 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
2022
Q1 		$1.47M Sell
10,753
-91
-0.8% -$13.4K 0.72% 45
2021
Q4 		$1.72M Buy
10,844
+67
+0.6% +$11K 0.84% 44
2021
Q3 		$1.76M Sell
10,777
-872
-7% -$137K 1.01% 31
2021
Q2 		$1.81M Buy
11,649
+69
+0.6% +$10.8K 0.97% 31
2021
Q1 		$1.76M Buy
11,580
+477
+4% +$68.6K 1.81% 20
2020
Q4 		$1.41M Sell
11,103
-422
-4% -$47.2K 0.98% 32
2020
Q3 		$1.11M Buy
11,525
+205
+2% +$20.1K 0.91% 33
2020
Q2 		$1.06M Buy
11,320
+539
+5% +$51.1K 0.99% 31
2020
Q1 		$971K Buy
10,781
+3,394
+46% +$412K 1.14% 26
2019
Q4 		$1.03M Sell
7,387
-342
-4% -$43.9K 1.12% 33
2019
Q3 		$910K Sell
7,729
-405
-5% -$45.8K 1.2% 31
2019
Q2 		$909K Buy
8,134
+1,375
+20% +$152K 1.21% 31
2019
Q1 		$743K Sell
6,759
-2,578
-28% -$266K 0.99% 30
2018
Q4 		$911K Buy
9,337
+2,902
+45% +$309K 1.84% 14
2018
Q3 		$726K Sell
6,435
-371
-5% -$42.1K 0.92% 41
2018
Q2 		$709K Buy
6,806
+47
+0.7% +$5.16K 0.99% 34
2018
Q1 		$743K Buy
6,759
+786
+13% +$89K 1.01% 29
2017
Q4 		$639K Buy
+5,973
New +$605K 0.92% 38

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Breiter Capital Management's JPM Position: Q1 2022 in Review

Breiter Capital Management reduced its JPMorgan Chase (JPM) stake by 0.84% in Q1 2022, selling an estimated $13.4K and leaving 10,753 shares worth $1.47M. The position accounts for 0.72% of the portfolio, ranked #45.

Breiter Capital Management first reported a position in JPM in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.81M in Q2 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Breiter Capital Management held 10,753 shares of JPMorgan Chase worth $1.47M as of Q1 2022.
  • Breiter Capital Management sold 91 JPMorgan Chase shares in Q1 2022, an estimated $13.4K.
  • JPMorgan Chase made up 0.72% of Breiter Capital Management's portfolio in Q1 2022, its #45 holding.
  • Breiter Capital Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 18 quarters since.
  • Breiter Capital Management's JPMorgan Chase position peaked at $1.81M in Q2 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.