CP
JPM icon

Corbenic Partners’s JPMorgan Chase JPM Stock Holding History

Corbenic 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
2022
Q2 		$10M Buy
88,956
+6,389
+8% +$792K 2.64% 8
2022
Q1 		$11.3M Buy
82,567
+30,588
+59% +$4.52M 2.45% 8
2021
Q4 		$8.23M Buy
51,979
+4,982
+11% +$818K 1.6% 14
2021
Q3 		$7.69M Buy
46,997
+6,041
+15% +$947K 1.87% 11
2021
Q2 		$6.37M Buy
40,956
+2,186
+6% +$343K 1.67% 12
2021
Q1 		$5.9M Sell
38,770
-4,873
-11% -$701K 1.51% 14
2020
Q4 		$5.55M Buy
43,643
+7,978
+22% +$892K 2.29% 8
2020
Q3 		$3.43M Buy
35,665
+1,774
+5% +$174K 1.65% 23
2020
Q2 		$3.19M Sell
33,891
-502
-1% -$47.6K 1.75% 19
2020
Q1 		$3.1M Sell
34,393
-487
-1% -$59.2K 2.39% 13
2019
Q4 		$4.86M Buy
+34,880
New +$4.47M 3.53% 7
2017
Q4 		$74K Sell
696
-38
-5% -$3.85K 0.09% 53
2017
Q3 		$70K Buy
734
+258
+54% +$23.8K 0.09% 57
2017
Q2 		$44K Hold
476
– – 0.06% 71
2017
Q1 		$42K Hold
476
– – 0.05% 74
2016
Q4 		$41K Hold
476
– – 0.04% 79
2016
Q3 		$32K Hold
476
– – 0.03% 86
2016
Q2 		$30K Hold
476
– – 0.03% 86
2016
Q1 		$28K Sell
476
-52
-10% -$3.04K 0.03% 84
2015
Q4 		$35K Buy
528
+52
+11% +$3.39K 0.03% 75
2015
Q3 		$29K Hold
476
– – 0.03% 75
2015
Q2 		$32K Hold
476
– – 0.03% 63
2015
Q1 		$29K Sell
476
-125
-21% -$7.4K 0.02% 75
2014
Q4 		$38K Buy
+601
New +$36.2K 0.03% 62
2014
Q1 		– Sell
-680
Closed -$40K – 115
2013
Q4 		$40K Hold
680
– – 0.04% 40
2013
Q3 		$35K Buy
680
+405
+147% +$21.7K 0.05% 45
2013
Q2 		$15K Buy
+275
New +$14K 0.01% 59

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corbenic Partners's JPM Position: Q2 2022 in Review

Corbenic Partners increased its JPMorgan Chase (JPM) stake by 7.7% in Q2 2022, buying an estimated $792K and bringing the position to 88,956 shares worth $10M. The position accounts for 2.64% of the portfolio, ranked #8.

Corbenic Partners first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $11.3M in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Corbenic Partners held 88,956 shares of JPMorgan Chase worth $10M as of Q2 2022.
  • Corbenic Partners bought 6,389 JPMorgan Chase shares in Q2 2022, an estimated $792K.
  • JPMorgan Chase made up 2.64% of Corbenic Partners's portfolio in Q2 2022, its #8 holding.
  • Corbenic Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • Corbenic Partners's JPMorgan Chase position peaked at $11.3M in Q1 2022.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.