Capital Growth Management’s JPMorgan Chase JPM Stock Holding History

Capital Growth 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	-80,000	Closed	-$13.1M	–	73
2021 Q3	$13.1M	Sell	80,000 -95,000	-54%	-$14.9M	1.2%	38
2021 Q2	$27.2M	Sell	175,000 -63,000	-26%	-$9.89M	2.46%	15
2021 Q1	$36.2M	Buy	238,000 +118,000	+98%	+$17M	3.31%	2
2020 Q4	$15.2M	Buy	+120,000	New	+$13.4M	1.54%	36
2020 Q1	–	Sell	-102,000	Closed	-$14.2M	–	54
2019 Q4	$14.2M	Sell	102,000 -18,000	-15%	-$2.31M	1.15%	34
2019 Q3	$14.1M	Buy	+120,000	New	+$13.6M	1.08%	29
2018 Q4	–	Sell	-390,000	Closed	-$44M	–	64
2018 Q3	$44M	Sell	390,000 -258,000	-40%	-$29.3M	2.28%	14
2018 Q2	$67.5M	Hold	648,000	–	–	3.41%	5
2018 Q1	$71.3M	Buy	+648,000	New	+$73.4M	3.16%	9
2017 Q3	–	Sell	-225,000	Closed	-$20.6M	–	62
2017 Q2	$20.6M	Sell	225,000 -345,000	-61%	-$29.8M	0.94%	37
2017 Q1	$50.1M	Sell	570,000 -225,000	-28%	-$19.8M	2.21%	18
2016 Q4	$68.6M	Sell	795,000 -200,000	-20%	-$15.3M	3.04%	8
2016 Q3	$66.3M	Buy	995,000 +10,000	+1%	+$652K	3.12%	9
2016 Q2	$61.2M	Buy	985,000 +180,000	+22%	+$11.2M	2.73%	11
2016 Q1	$47.7M	Buy	805,000 +40,000	+5%	+$2.34M	2.04%	21
2015 Q4	$50.5M	Buy	765,000 +405,000	+113%	+$26.4M	1.69%	22
2015 Q3	$21.9M	Sell	360,000 -210,000	-37%	-$13.8M	0.71%	33
2015 Q2	$38.6M	Buy	+570,000	New	+$37.2M	1.11%	27
2014 Q4	–	Sell	-100,000	Closed	-$6.02M	–	68
2014 Q3	$6.02M	Buy	+100,000	New	+$5.85M	0.17%	55
2014 Q2	–	Sell	-165,000	Closed	-$10M	–	76
2014 Q1	$10M	Buy	+165,000	New	+$9.54M	0.27%	56
2013 Q4	–	Sell	-360,000	Closed	-$18.6M	–	78
2013 Q3	$18.6M	Buy	+360,000	New	+$19.3M	0.5%	41

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Capital Growth Management's JPM Position: Q4 2021 in Review

Capital Growth Management sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 80,000 shares — an estimated $13.1M sold.

Capital Growth Management first reported a position in JPM in Q3 2013 and held it in 21 quarters. The position peaked at $71.3M in Q1 2018. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Capital Growth Management reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
Capital Growth Management sold 80,000 JPMorgan Chase shares in Q4 2021, an estimated $13.1M.
Capital Growth Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 21 quarters.
Capital Growth Management's JPMorgan Chase position peaked at $71.3M in Q1 2018.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Capital Growth Management's 13F filing for Q4 2021, filed 11 Feb 2022.