CM Management’s JPMorgan Chase JPM Stock Holding History

CM 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 Q4	–	Sell	-10,000	Closed	-$1.04M	–	75
2022 Q3	$1.04M	Buy	+10,000	New	+$1.15M	1.17%	30

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

CM Management's JPM Position: Q4 2022 in Review

CM Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 10,000 shares — an estimated $1.04M sold.

CM Management first reported a position in JPM in Q3 2022 and held it in 1 quarter. The position peaked at $1.04M in Q3 2022. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

CM Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
CM Management sold 10,000 JPMorgan Chase shares in Q4 2022, an estimated $1.04M.
CM Management first reported a position in JPMorgan Chase in Q3 2022 and held it in 1 quarter.
CM Management's JPMorgan Chase position peaked at $1.04M in Q3 2022.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on CM Management's 13F filing for Q4 2022, filed 9 Feb 2023.