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Channing Capital Management’s JPMorgan Chase JPM Stock Holding History

Channing 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
Q3 		– Sell
-57,995
Closed -$6.53M – 111
2022
Q2 		$6.53M Buy
+57,995
New +$7.19M 0.21% 93
2018
Q3 		– Sell
-68,619
Closed -$7.15M – 106
2018
Q2 		$7.15M Sell
68,619
-22,035
-24% -$2.42M 0.25% 81
2018
Q1 		$9.97M Buy
90,654
+128
+0.1% +$14.5K 0.35% 66
2017
Q4 		$9.68M Hold
90,526
– – 0.33% 68
2017
Q3 		$8.65M Sell
90,526
-14,468
-14% -$1.33M 0.33% 71
2017
Q2 		$9.6M Sell
104,994
-2,544
-2% -$220K 0.38% 63
2017
Q1 		$9.45M Sell
107,538
-3,982
-4% -$351K 0.34% 69
2016
Q4 		$9.62M Sell
111,520
-41,680
-27% -$3.18M 0.34% 68
2016
Q3 		$10.2M Hold
153,200
– – 0.41% 63
2016
Q2 		$9.52M Buy
153,200
+29,836
+24% +$1.86M 0.4% 64
2016
Q1 		$7.31M Buy
123,364
+955
+0.8% +$55.8K 0.33% 71
2015
Q4 		$8.08M Hold
122,409
– – 0.36% 66
2015
Q3 		$7.46M Hold
122,409
– – 0.36% 67
2015
Q2 		$8.29M Buy
122,409
+6,178
+5% +$403K 0.37% 64
2015
Q1 		$7.04M Sell
116,231
-3,213
-3% -$190K 0.32% 75
2014
Q4 		$7.47M Buy
119,444
+12,102
+11% +$728K 0.38% 75
2014
Q3 		$6.47M Hold
107,342
– – 0.39% 77
2014
Q2 		$6.18M Hold
107,342
– – 0.37% 80
2014
Q1 		$6.52M Buy
107,342
+11,906
+12% +$688K 0.42% 76
2013
Q4 		$5.58M Hold
95,436
– – 0.37% 80
2013
Q3 		$4.93M Hold
95,436
– – 0.36% 82
2013
Q2 		$5.04M Buy
+95,436
New +$4.85M 0.45% 81

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Channing Capital Management's JPM Position: Q3 2022 in Review

Channing Capital Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 57,995 shares — an estimated $6.53M sold.

Channing Capital Management first reported a position in JPM in Q2 2013 and held it in 22 quarters. The position peaked at $10.2M in Q3 2016. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Channing Capital Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Channing Capital Management sold 57,995 JPMorgan Chase shares in Q3 2022, an estimated $6.53M.
  • Channing Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
  • Channing Capital Management's JPMorgan Chase position peaked at $10.2M in Q3 2016.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Channing Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.