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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

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State Street
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Bank of America
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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