Danda Trouve Investment Management’s JPMorgan Chase JPM Stock Holding History

Danda Trouve Investment 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 Q3	$27K	Buy	260 +2	+0.8%	+$230	0.05%	61
2022 Q2	$29K	Buy	258 +2	+0.8%	+$248	0.04%	55
2022 Q1	$35K	Buy	256 +2	+0.8%	+$295	0.04%	63
2021 Q4	$40K	Buy	254 +2	+0.8%	+$328	0.05%	77
2021 Q3	$41K	Buy	252 +1	+0.4%	+$157	0.05%	75
2021 Q2	$39K	Buy	251 +1	+0.4%	+$157	0.05%	69
2021 Q1	$38K	Sell	250 -623	-71%	-$89.6K	0.05%	65
2020 Q4	$111K	Buy	873 +527	+152%	+$58.9K	0.14%	46
2020 Q3	$33K	Sell	346 -863	-71%	-$84.7K	0.05%	72
2020 Q2	$114K	Sell	1,209 -312	-21%	-$29.6K	0.17%	40
2020 Q1	$137K	Buy	1,521 +358	+31%	+$43.5K	0.28%	30
2019 Q4	$162K	Buy	+1,163	New	+$149K	0.23%	36

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Danda Trouve Investment Management's JPM Position: Q3 2022 in Review

Danda Trouve Investment Management increased its JPMorgan Chase (JPM) stake by 0.78% in Q3 2022, buying an estimated $230 and bringing the position to 260 shares worth $27K. The position accounts for 0.05% of the portfolio, ranked #61.

Danda Trouve Investment Management first reported a position in JPM in Q4 2019 and has held it in 12 quarters since. The position peaked at $162K in Q4 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Danda Trouve Investment Management held 260 shares of JPMorgan Chase worth $27K as of Q3 2022.
Danda Trouve Investment Management bought 2 JPMorgan Chase shares in Q3 2022, an estimated $230.
JPMorgan Chase made up 0.05% of Danda Trouve Investment Management's portfolio in Q3 2022, its #61 holding.
Danda Trouve Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's JPMorgan Chase position peaked at $162K in Q4 2019.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.