Elm Advisors’s JPMorgan Chase JPM Stock Holding History

Elm Advisors’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	$281K	Sell	2,058 -1,554	-43%	-$229K	0.38%	37
2021 Q4	$572K	Sell	3,612 -132	-4%	-$21.7K	0.32%	54
2021 Q3	$613K	Buy	3,744 +132	+4%	+$20.7K	0.37%	51
2021 Q2	$562K	Hold	3,612	–	–	0.33%	54
2021 Q1	$550K	Buy	3,612 +200	+6%	+$28.8K	0.34%	54
2020 Q4	$434K	Sell	3,412 -520	-13%	-$58.1K	0.26%	55
2020 Q3	$379K	Sell	3,932 -240	-6%	-$23.6K	0.26%	57
2020 Q2	$392K	Hold	4,172	–	–	0.28%	59
2020 Q1	$376K	Sell	4,172 -297	-7%	-$36.1K	0.31%	56
2019 Q4	$623K	Hold	4,469	–	–	0.39%	48
2019 Q3	$526K	Sell	4,469 -241	-5%	-$27.3K	0.36%	51
2019 Q2	$527K	Buy	4,710 +380	+9%	+$41.9K	0.36%	49
2019 Q1	$438K	Sell	4,330 -134	-3%	-$13.8K	0.31%	56
2018 Q4	$436K	Hold	4,464	–	–	0.35%	50
2018 Q3	$504K	Buy	4,464 +750	+20%	+$85.1K	0.34%	47
2018 Q2	$387K	Sell	3,714 -200	-5%	-$21.9K	0.3%	53
2018 Q1	$430K	Sell	3,914 -164	-4%	-$18.6K	0.33%	49
2017 Q4	$436K	Sell	4,078 -60	-1%	-$6.08K	0.33%	50
2017 Q3	$395K	Hold	4,138	–	–	0.31%	53
2017 Q2	$378K	Hold	4,138	–	–	0.31%	53
2017 Q1	$363K	Buy	4,138 +400	+11%	+$35.3K	0.3%	52
2016 Q4	$323K	Sell	3,738 -275	-7%	-$21K	0.29%	54
2016 Q3	$267K	Buy	4,013 +20	+0.5%	+$1.3K	0.25%	64
2016 Q2	$248K	Buy	+3,993	New	+$249K	0.24%	67
2015 Q3	–	Sell	-3,180	Closed	-$215K	–	69
2015 Q2	$215K	Buy	+3,180	New	+$208K	0.2%	65
2015 Q1	–	Sell	-3,246	Closed	-$203K	–	75
2014 Q4	$203K	Buy	+3,246	New	+$195K	0.19%	71

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elm Advisors's JPM Position: Q1 2022 in Review

Elm Advisors reduced its JPMorgan Chase (JPM) stake by 43% in Q1 2022, selling an estimated $229K and leaving 2,058 shares worth $281K. The position accounts for 0.38% of the portfolio, ranked #37.

Elm Advisors first reported a position in JPM in Q4 2014 and has held it in 26 quarters since. The position peaked at $623K in Q4 2019. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Elm Advisors held 2,058 shares of JPMorgan Chase worth $281K as of Q1 2022.
Elm Advisors sold 1,554 JPMorgan Chase shares in Q1 2022, an estimated $229K.
JPMorgan Chase made up 0.38% of Elm Advisors's portfolio in Q1 2022, its #37 holding.
Elm Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 26 quarters since.
Elm Advisors's JPMorgan Chase position peaked at $623K in Q4 2019.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.