Derbend Asset Management’s JPMorgan Chase JPM Stock Holding History

Derbend Asset 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
2024 Q1	$1.08M	Buy	5,398 +485	+10%	+$87.5K	0.53%	38
2023 Q4	$836K	Buy	4,913 +347	+8%	+$52.6K	0.48%	40
2023 Q3	$662K	Sell	4,566 -128	-3%	-$19.2K	0.45%	42
2023 Q2	$683K	Buy	4,694 +710	+18%	+$97.7K	0.46%	30
2023 Q1	$519K	Sell	3,984 -232	-6%	-$31.8K	0.39%	40
2022 Q4	$565K	Sell	4,216 -1,043	-20%	-$132K	0.45%	41
2022 Q3	$550K	Sell	5,259 -12	-0.2%	-$1.38K	0.44%	42
2022 Q2	$594K	Sell	5,271 -3,377	-39%	-$418K	0.5%	39
2022 Q1	$1.37M	Hold	8,648	–	–	1.34%	22
2021 Q4	$1.37M	Sell	8,648 -124	-1%	-$20.4K	1.34%	22
2021 Q3	$1.44M	Sell	8,772 -581	-6%	-$91.1K	1.35%	20
2021 Q2	$1.46M	Buy	+9,353	New	+$1.47M	1.36%	23

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Derbend Asset Management's JPM Position: Q1 2024 in Review

Derbend Asset Management increased its JPMorgan Chase (JPM) stake by 9.9% in Q1 2024, buying an estimated $87.5K and bringing the position to 5,398 shares worth $1.08M. The position accounts for 0.53% of the portfolio, ranked #38.

Derbend Asset Management first reported a position in JPM in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.46M in Q2 2021. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Derbend Asset Management held 5,398 shares of JPMorgan Chase worth $1.08M as of Q1 2024.
Derbend Asset Management bought 485 JPMorgan Chase shares in Q1 2024, an estimated $87.5K.
JPMorgan Chase made up 0.53% of Derbend Asset Management's portfolio in Q1 2024, its #38 holding.
Derbend Asset Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 12 quarters since.
Derbend Asset Management's JPMorgan Chase position peaked at $1.46M in Q2 2021.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Derbend Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.