Enlightenment Research’s JPMorgan Chase JPM Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-5,400	Closed	-$608K	–	124
2022 Q2	$608K	Sell	5,400 -2,607	-33%	-$323K	1.31%	24
2022 Q1	$1.09M	Buy	8,007 +6,707	+516%	+$990K	1.45%	16
2021 Q4	$206K	Buy	+1,300	New	+$213K	0.29%	113
2021 Q1	–	Sell	-9,900	Closed	-$1.26M	–	163
2020 Q4	$1.26M	Buy	9,900 +4,300	+77%	+$481K	1.78%	17
2020 Q3	$539K	Buy	+5,600	New	+$550K	1.59%	17
2019 Q4	–	Sell	-4,201	Closed	-$494K	–	89
2019 Q3	$494K	Buy	+4,201	New	+$475K	1.1%	30
2019 Q1	–	Sell	-700	Closed	-$68K	–	387
2018 Q4	$68K	Buy	+700	New	+$74.6K	0.08%	242

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Enlightenment Research's JPM Position: Q3 2022 in Review

Enlightenment Research sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 5,400 shares — an estimated $608K sold.

Enlightenment Research first reported a position in JPM in Q4 2018 and held it in 7 quarters. The position peaked at $1.26M in Q4 2020. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Enlightenment Research reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 5,400 JPMorgan Chase shares in Q3 2022, an estimated $608K.
Enlightenment Research first reported a position in JPMorgan Chase in Q4 2018 and held it in 7 quarters.
Enlightenment Research's JPMorgan Chase position peaked at $1.26M in Q4 2020.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.