Envoi LLC’s JPMorgan Chase JPM Stock Holding History

Envoi LLC’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
2024 Q2	–	Sell	-1,201	Closed	-$241K	–	23
2024 Q1	$241K	Buy	+1,201	New	+$217K	0.57%	26
2020 Q1	–	Sell	-1,893	Closed	-$264K	–	16
2019 Q4	$264K	Buy	+1,893	New	+$243K	0.52%	16

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Envoi LLC's JPM Position: Q2 2024 in Review

Envoi LLC sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 1,201 shares — an estimated $241K sold.

Envoi LLC first reported a position in JPM in Q4 2019 and held it in 2 quarters. The position peaked at $264K in Q4 2019. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Envoi LLC reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Envoi LLC sold 1,201 JPMorgan Chase shares in Q2 2024, an estimated $241K.
Envoi LLC first reported a position in JPMorgan Chase in Q4 2019 and held it in 2 quarters.
Envoi LLC's JPMorgan Chase position peaked at $264K in Q4 2019.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Envoi LLC's 13F filing for Q2 2024, filed 13 Aug 2024.