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Daniels + Tansey’s JPMorgan Chase JPM Stock Holding History

Daniels + Tansey’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
-1,409
Closed -$223K – 35
2021
Q4 		$223K Buy
1,409
+37
+3% +$6.08K 0.07% 36
2021
Q3 		$224K Buy
1,372
+5
+0.4% +$784 0.08% 33
2021
Q2 		$205K Hold
1,367
– – 0.07% 34
2021
Q1 		$208K Buy
+1,367
New +$197K 0.08% 29

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daniels + Tansey's JPM Position: Q1 2022 in Review

Daniels + Tansey sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,409 shares — an estimated $223K sold.

Daniels + Tansey first reported a position in JPM in Q1 2021 and held it in 4 quarters. The position peaked at $224K in Q3 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Daniels + Tansey reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Daniels + Tansey sold 1,409 JPMorgan Chase shares in Q1 2022, an estimated $223K.
  • Daniels + Tansey first reported a position in JPMorgan Chase in Q1 2021 and held it in 4 quarters.
  • Daniels + Tansey's JPMorgan Chase position peaked at $224K in Q3 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Daniels + Tansey's 13F filing for Q1 2022, filed 5 May 2022.