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Emerald Advisers’s JPMorgan Chase JPM Stock Holding History

Emerald Advisers’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
Q2 		– Sell
-100
Closed -$14K – 258
2022
Q1 		$14K Hold
100
– – ﹤0.01% 255
2021
Q4 		$16K Buy
+100
New +$16.4K ﹤0.01% 272
2021
Q3 		– Sell
-100
Closed -$16K – 265
2021
Q2 		$16K Sell
100
-7,726
-99% -$1.21M ﹤0.01% 279
2021
Q1 		$1.19M Sell
7,826
-1,250
-14% -$180K 0.04% 144
2020
Q4 		$1.15M Buy
9,076
+3,246
+56% +$363K 0.04% 145
2020
Q3 		$561K Hold
5,830
– – 0.02% 177
2020
Q2 		$548K Buy
5,830
+923
+19% +$87.6K 0.02% 176
2020
Q1 		$442K Buy
4,907
+108
+2% +$13.1K 0.03% 170
2019
Q4 		$669K Hold
4,799
– – 0.03% 169
2019
Q3 		$565K Hold
4,799
– – 0.03% 174
2019
Q2 		$537K Buy
+4,799
New +$529K 0.02% 183
2015
Q2 		– Sell
-18,590
Closed -$1.17M – 350
2015
Q1 		$1.17M Sell
18,590
-286
-2% -$16.9K 0.06% 242
2014
Q4 		$1.18M Buy
18,876
+4,438
+31% +$267K 0.06% 233
2014
Q3 		$870K Sell
14,438
-8,413
-37% -$492K 0.05% 255
2014
Q2 		$1.32M Sell
22,851
-644
-3% -$36.2K 0.07% 235
2014
Q1 		$1.43M Sell
23,495
-3,126
-12% -$181K 0.08% 228
2013
Q4 		$1.56M Sell
26,621
-9,089
-25% -$498K 0.08% 218
2013
Q3 		$1.85M Buy
35,710
+4,163
+13% +$223K 0.1% 202
2013
Q2 		$1.67M Buy
+31,547
New +$1.6M 0.1% 201

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Advisers's JPM Position: Q2 2022 in Review

Emerald Advisers sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 100 shares — an estimated $14K sold.

Emerald Advisers first reported a position in JPM in Q2 2013 and held it in 19 quarters. The position peaked at $1.85M in Q3 2013. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Emerald Advisers reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Emerald Advisers sold 100 JPMorgan Chase shares in Q2 2022, an estimated $14K.
  • Emerald Advisers first reported a position in JPMorgan Chase in Q2 2013 and held it in 19 quarters.
  • Emerald Advisers's JPMorgan Chase position peaked at $1.85M in Q3 2013.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Emerald Advisers's 13F filing for Q2 2022, filed 29 Jul 2022.