Conestoga Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Conestoga Capital Advisors’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	-2,066	Closed	-$414K	–	134
2024 Q1	$414K	Hold	2,066	–	–	0.01%	117
2023 Q4	$351K	Hold	2,066	–	–	0.01%	122
2023 Q3	$300K	Hold	2,066	–	–	0.01%	120
2023 Q2	$300K	Sell	2,066 -400	-16%	-$55K	﹤0.01%	116
2023 Q1	$321K	Hold	2,466	–	–	0.01%	122
2022 Q4	$331K	Buy	2,466 +400	+19%	+$50.7K	0.01%	120
2022 Q3	$216K	Hold	2,066	–	–	﹤0.01%	133
2022 Q2	$233K	Hold	2,066	–	–	﹤0.01%	135
2022 Q1	$282K	Hold	2,066	–	–	﹤0.01%	133
2021 Q4	$327K	Hold	2,066	–	–	﹤0.01%	133
2021 Q3	$338K	Hold	2,066	–	–	﹤0.01%	133
2021 Q2	$321K	Hold	2,066	–	–	﹤0.01%	130
2021 Q1	$315K	Sell	2,066 -675	-25%	-$97.1K	﹤0.01%	126
2020 Q4	$348K	Hold	2,741	–	–	0.01%	127
2020 Q3	$264K	Hold	2,741	–	–	0.01%	136
2020 Q2	$258K	Hold	2,741	–	–	0.01%	140
2020 Q1	$247K	Hold	2,741	–	–	0.01%	131
2019 Q4	$382K	Hold	2,741	–	–	0.01%	127
2019 Q3	$323K	Hold	2,741	–	–	0.01%	120
2019 Q2	$306K	Hold	2,741	–	–	0.01%	127
2019 Q1	$277K	Hold	2,741	–	–	0.01%	129
2018 Q4	$268K	Sell	2,741 -310	-10%	-$33K	0.01%	113
2018 Q3	$344K	Hold	3,051	–	–	0.01%	106
2018 Q2	$318K	Hold	3,051	–	–	0.01%	111
2018 Q1	$336K	Buy	3,051 +110	+4%	+$12.5K	0.01%	106
2017 Q4	$315K	Hold	2,941	–	–	0.01%	107
2017 Q3	$281K	Sell	2,941 -400	-12%	-$36.9K	0.01%	105
2017 Q2	$305K	Hold	3,341	–	–	0.02%	99
2017 Q1	$293K	Sell	3,341 -1,000	-23%	-$88.2K	0.02%	98
2016 Q4	$375K	Hold	4,341	–	–	0.03%	88
2016 Q3	$289K	Hold	4,341	–	–	0.02%	95
2016 Q2	$270K	Hold	4,341	–	–	0.02%	95
2016 Q1	$257K	Hold	4,341	–	–	0.02%	95
2015 Q4	$287K	Hold	4,341	–	–	0.02%	90
2015 Q3	$265K	Hold	4,341	–	–	0.02%	91
2015 Q2	$294K	Hold	4,341	–	–	0.02%	95
2015 Q1	$263K	Hold	4,341	–	–	0.02%	96
2014 Q4	$272K	Hold	4,341	–	–	0.02%	99
2014 Q3	$262K	Hold	4,341	–	–	0.02%	92
2014 Q2	$250K	Hold	4,341	–	–	0.02%	103
2014 Q1	$264K	Sell	4,341 -300	-6%	-$17.3K	0.02%	106
2013 Q4	$271K	Sell	4,641 -50	-1%	-$2.74K	0.02%	112
2013 Q3	$242K	Sell	4,691 -200	-4%	-$10.7K	0.02%	114
2013 Q2	$258K	Buy	+4,891	New	+$249K	0.03%	102

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

Conestoga Capital Advisors's JPM Position: Q2 2024 in Review

Conestoga Capital Advisors sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 2,066 shares — an estimated $414K sold.

Conestoga Capital Advisors first reported a position in JPM in Q2 2013 and held it in 44 quarters. The position peaked at $414K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Conestoga Capital Advisors reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Conestoga Capital Advisors sold 2,066 JPMorgan Chase shares in Q2 2024, an estimated $414K.
Conestoga Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and held it in 44 quarters.
Conestoga Capital Advisors's JPMorgan Chase position peaked at $414K in Q1 2024.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Conestoga Capital Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.