Corbett Road Capital Management’s JPMorgan Chase JPM Stock Holding History

Corbett Road 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 Q1	–	Sell	-3,374	Closed	-$534K	–	106
2021 Q4	$534K	Buy	3,374 +116	+4%	+$19.1K	0.92%	37
2021 Q3	$533K	Sell	3,258 -89	-3%	-$14K	0.92%	38
2021 Q2	$521K	Sell	3,347 -566	-14%	-$88.9K	0.92%	32
2021 Q1	$596K	Sell	3,913 -550	-12%	-$79.1K	0.89%	34
2020 Q4	$567K	Sell	4,463 -489	-10%	-$54.7K	0.52%	54
2020 Q3	$442K	Buy	4,952 +526	+12%	+$51.7K	0.42%	65
2020 Q2	$416K	Buy	+4,426	New	+$420K	0.4%	61
2020 Q1	–	Sell	-2,809	Closed	-$389K	–	93
2019 Q4	$389K	Buy	+2,809	New	+$360K	0.38%	63

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corbett Road Capital Management's JPM Position: Q1 2022 in Review

Corbett Road Capital Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 3,374 shares — an estimated $534K sold.

Corbett Road Capital Management first reported a position in JPM in Q4 2019 and held it in 8 quarters. The position peaked at $596K in Q1 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Corbett Road Capital Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Corbett Road Capital Management sold 3,374 JPMorgan Chase shares in Q1 2022, an estimated $534K.
Corbett Road Capital Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 8 quarters.
Corbett Road Capital Management's JPMorgan Chase position peaked at $596K in Q1 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Corbett Road Capital Management's 13F filing for Q1 2022, filed 10 May 2022.