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Disciplined Growth Investors’s JPMorgan Chase JPM Stock Holding History

Disciplined Growth Investors’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
-1,611
Closed -$255K – 100
2021
Q4 		$255K Sell
1,611
-342
-18% -$56.2K 0.01% 92
2021
Q3 		$320K Sell
1,953
-143
-7% -$22.4K 0.01% 73
2021
Q2 		$326K Buy
2,096
+181
+9% +$28.4K 0.01% 74
2021
Q1 		$292K Buy
+1,915
New +$276K 0.01% 75

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

Disciplined Growth Investors's JPM Position: Q1 2022 in Review

Disciplined Growth Investors sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,611 shares — an estimated $255K sold.

Disciplined Growth Investors first reported a position in JPM in Q1 2021 and held it in 4 quarters. The position peaked at $326K in Q2 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Disciplined Growth Investors reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Disciplined Growth Investors sold 1,611 JPMorgan Chase shares in Q1 2022, an estimated $255K.
  • Disciplined Growth Investors first reported a position in JPMorgan Chase in Q1 2021 and held it in 4 quarters.
  • Disciplined Growth Investors's JPMorgan Chase position peaked at $326K in Q2 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Disciplined Growth Investors's 13F filing for Q1 2022, filed 16 May 2022.