EFG Capital International’s JPMorgan Chase JPM Stock Holding History

EFG Capital International’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
2023 Q2	$7.26M	Buy	+49,949	New	+$6.87M	1.68%	15

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EFG Capital International's JPM Position: Q2 2023 in Review

EFG Capital International opened a new position in JPMorgan Chase (JPM) in Q2 2023: 49,949 shares worth $7.26M. The stake represents 1.68% of the portfolio and ranks #15 among its holdings.

3,668 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

EFG Capital International held 49,949 shares of JPMorgan Chase worth $7.26M as of Q2 2023.
JPMorgan Chase was a new EFG Capital International position in Q2 2023.
JPMorgan Chase made up 1.68% of EFG Capital International's portfolio in Q2 2023, its #15 holding.
3,668 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.