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Corrigan Financial’s JPMorgan Chase JPM Stock Holding History

Corrigan Financial’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
2023
Q3 		– Sell
-2,681
Closed -$390K – 57
2023
Q2 		$390K Buy
2,681
+2
+0.1% +$275 0.12% 50
2023
Q1 		$349K Buy
2,679
+2
+0.1% +$274 0.11% 56
2022
Q4 		$359K Buy
2,677
+3
+0.1% +$380 0.13% 53
2022
Q3 		$279K Buy
2,674
+2
+0.1% +$230 0.11% 62
2022
Q2 		$301K Sell
2,672
-147
-5% -$18.2K 0.11% 60
2022
Q1 		$384K Buy
2,819
+2
+0.1% +$295 0.12% 52
2021
Q4 		$446K Buy
2,817
+1
+0% +$164 0.13% 51
2021
Q3 		$461K Buy
2,816
+2
+0.1% +$314 0.14% 46
2021
Q2 		$438K Buy
2,814
+9
+0.3% +$1.41K 0.13% 49
2021
Q1 		$427K Buy
2,805
+2
+0.1% +$288 0.14% 47
2020
Q4 		$356K Buy
2,803
+2
+0.1% +$224 0.16% 45
2020
Q3 		$270K Buy
2,801
+3
+0.1% +$295 0.13% 49
2020
Q2 		$263K Buy
2,798
+3
+0.1% +$285 0.14% 46
2020
Q1 		$252K Buy
2,795
+2
+0.1% +$243 0.18% 47
2019
Q4 		$389K Buy
2,793
+253
+10% +$32.4K 0.27% 31
2019
Q3 		$299K Hold
2,540
– – 0.22% 39
2019
Q2 		$284K Sell
2,540
-150
-6% -$16.5K 0.21% 41
2019
Q1 		$272K Buy
+2,690
New +$277K 0.2% 53
2018
Q4 		– Sell
-1,843
Closed -$208K – 56
2018
Q3 		$208K Sell
1,843
-337
-15% -$38.3K 0.15% 52
2018
Q2 		$227K Buy
2,180
+2
+0.1% +$219 0.17% 47
2018
Q1 		$239K Buy
2,178
+265
+14% +$30K 0.18% 41
2017
Q4 		$205K Buy
+1,913
New +$194K 0.17% 47

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Corrigan Financial's JPM Position: Q3 2023 in Review

Corrigan Financial sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 2,681 shares — an estimated $390K sold.

Corrigan Financial first reported a position in JPM in Q4 2017 and held it in 22 quarters. The position peaked at $461K in Q3 2021. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Corrigan Financial reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • Corrigan Financial sold 2,681 JPMorgan Chase shares in Q3 2023, an estimated $390K.
  • Corrigan Financial first reported a position in JPMorgan Chase in Q4 2017 and held it in 22 quarters.
  • Corrigan Financial's JPMorgan Chase position peaked at $461K in Q3 2021.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Corrigan Financial's 13F filing for Q3 2023, filed 16 Oct 2023.