Capital One Financial’s JPMorgan Chase JPM Stock Holding History

Capital One Financial’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	$609K	Sell	4,467 -5,088	-53%	-$751K	0.43%	48
2021 Q4	$1.51M	Buy	9,555 +100	+1%	+$16.4K	0.18%	64
2021 Q3	$1.55M	Hold	9,455	–	–	0.19%	59
2021 Q2	$1.47M	Sell	9,455 -115	-1%	-$18.1K	0.18%	58
2021 Q1	$1.46M	Sell	9,570 -1,749	-15%	-$252K	0.19%	51
2020 Q4	$1.44M	Sell	11,319 -3,076	-21%	-$344K	0.19%	54
2020 Q3	$1.39M	Sell	14,395 -3,668	-20%	-$360K	0.18%	66
2020 Q2	$1.7M	Sell	18,063 -3,426	-16%	-$325K	0.23%	69
2020 Q1	$1.94M	Buy	+21,489	New	+$2.61M	0.31%	64

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital One Financial's JPM Position: Q1 2022 in Review

Capital One Financial reduced its JPMorgan Chase (JPM) stake by 53% in Q1 2022, selling an estimated $751K and leaving 4,467 shares worth $609K. The position accounts for 0.43% of the portfolio, ranked #48.

Capital One Financial first reported a position in JPM in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.94M in Q1 2020. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Capital One Financial held 4,467 shares of JPMorgan Chase worth $609K as of Q1 2022.
Capital One Financial sold 5,088 JPMorgan Chase shares in Q1 2022, an estimated $751K.
JPMorgan Chase made up 0.43% of Capital One Financial's portfolio in Q1 2022, its #48 holding.
Capital One Financial first reported a position in JPMorgan Chase in Q1 2020 and has held it in 9 quarters since.
Capital One Financial's JPMorgan Chase position peaked at $1.94M in Q1 2020.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Capital One Financial's 13F filing for Q1 2022, filed 13 Apr 2022.