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Del-Sette Capital Management’s JPMorgan Chase JPM Stock Holding History

Del-Sette 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
-4,727
Closed -$749K – 29
2021
Q4 		$749K Buy
+4,727
New +$776K 0.72% 22

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

Del-Sette Capital Management's JPM Position: Q1 2022 in Review

Del-Sette Capital Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 4,727 shares — an estimated $749K sold.

Del-Sette Capital Management first reported a position in JPM in Q4 2021 and held it in 1 quarter. The position peaked at $749K in Q4 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Del-Sette Capital Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Del-Sette Capital Management sold 4,727 JPMorgan Chase shares in Q1 2022, an estimated $749K.
  • Del-Sette Capital Management first reported a position in JPMorgan Chase in Q4 2021 and held it in 1 quarter.
  • Del-Sette Capital Management's JPMorgan Chase position peaked at $749K in Q4 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Del-Sette Capital Management's 13F filing for Q1 2022, filed 29 Apr 2022.