Enterprise Trust & Investment’s JPMorgan Chase JPM Stock Holding History

Enterprise Trust & Investment’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	$65K	Buy	579 +219	+61%	+$27.1K	0.03%	115
2022 Q1	$49K	Hold	360	–	–	0.02%	126
2021 Q4	$57K	Hold	360	–	–	0.02%	126
2021 Q3	$59K	Hold	360	–	–	0.02%	124
2021 Q2	$56K	Buy	+360	New	+$56.5K	0.02%	123
2020 Q1	–	Sell	-6,559	Closed	-$914K	–	193
2019 Q4	$914K	Hold	6,559	–	–	0.51%	52
2019 Q3	$772K	Sell	6,559 -551	-8%	-$62.3K	0.47%	53
2019 Q2	$795K	Buy	+7,110	New	+$784K	0.49%	53

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Trust & Investment's JPM Position: Q2 2022 in Review

Enterprise Trust & Investment increased its JPMorgan Chase (JPM) stake by 61% in Q2 2022, buying an estimated $27.1K and bringing the position to 579 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #115.

Enterprise Trust & Investment first reported a position in JPM in Q2 2019 and has held it in 8 quarters since. The position peaked at $914K in Q4 2019. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Enterprise Trust & Investment held 579 shares of JPMorgan Chase worth $65K as of Q2 2022.
Enterprise Trust & Investment bought 219 JPMorgan Chase shares in Q2 2022, an estimated $27.1K.
JPMorgan Chase made up 0.03% of Enterprise Trust & Investment's portfolio in Q2 2022, its #115 holding.
Enterprise Trust & Investment first reported a position in JPMorgan Chase in Q2 2019 and has held it in 8 quarters since.
Enterprise Trust & Investment's JPMorgan Chase position peaked at $914K in Q4 2019.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.