Coho Partners’s JPMorgan Chase JPM Stock Holding History

Coho Partners’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
2024 Q2	–	Sell	-1,088	Closed	-$218K	–	58
2024 Q1	$218K	Buy	+1,088	New	+$196K	0.01%	73

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Coho Partners's JPM Position: Q2 2024 in Review

Coho Partners sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 1,088 shares — an estimated $218K sold.

Coho Partners first reported a position in JPM in Q1 2024 and held it in 1 quarter. The position peaked at $218K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Coho Partners reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Coho Partners sold 1,088 JPMorgan Chase shares in Q2 2024, an estimated $218K.
Coho Partners first reported a position in JPMorgan Chase in Q1 2024 and held it in 1 quarter.
Coho Partners's JPMorgan Chase position peaked at $218K in Q1 2024.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.