CCLA Investment Management’s JPMorgan Chase JPM Stock Holding History

CCLA Investment 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
2023 Q2	–	Sell	-457,639	Closed	-$59.6M	–	75
2023 Q1	$59.6M	Buy	457,639 +1,431	+0.3%	+$196K	1.17%	45
2022 Q4	$61.2M	Sell	456,208 -74,814	-14%	-$9.48M	1.38%	40
2022 Q3	$55.6M	Buy	+531,022	New	+$60.9M	1.34%	39
2022 Q1	$74.2M	Sell	544,217 -132,650	-20%	-$19.6M	1.33%	39
2021 Q4	$107M	Sell	676,867 -41,672	-6%	-$6.84M	1.76%	21
2021 Q3	$118M	Sell	718,539 -57,419	-7%	-$9M	1.95%	21
2021 Q2	$121K	Sell	775,958 -115,138	-13%	-$18.1M	1.47%	15
2021 Q1	$136M	Buy	891,096 +52,524	+6%	+$7.56M	2.72%	6
2020 Q4	$106M	Buy	838,572 +201,634	+32%	+$22.5M	2.38%	9
2020 Q3	$61.3M	Buy	636,938 +299,403	+89%	+$29.4M	1.66%	30
2020 Q2	$31.7M	Buy	+337,535	New	+$32M	0.99%	44

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

CCLA Investment Management's JPM Position: Q2 2023 in Review

CCLA Investment Management sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 457,639 shares — an estimated $59.6M sold.

CCLA Investment Management first reported a position in JPM in Q2 2020 and held it in 11 quarters. The position peaked at $136M in Q1 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

CCLA Investment Management reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
CCLA Investment Management sold 457,639 JPMorgan Chase shares in Q2 2023, an estimated $59.6M.
CCLA Investment Management first reported a position in JPMorgan Chase in Q2 2020 and held it in 11 quarters.
CCLA Investment Management's JPMorgan Chase position peaked at $136M in Q1 2021.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on CCLA Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.