Evelyn V. Moreno’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.95M | Sell |
23,205
-37,721
| -62% | -$5.72M | 1.86% | 9 |
|
|
2023
Q3 | $8.84M | Sell |
60,926
-12,769
| -17% | -$1.91M | 1.92% | 11 |
|
|
2023
Q2 | $10.7M | Sell |
73,695
-3,778
| -5% | -$520K | 2.29% | 7 |
|
|
2023
Q1 | $10.1M | Buy |
77,473
+258
| +0.3% | +$35.4K | 2.29% | 7 |
|
|
2022
Q4 | $10.4M | Buy |
77,215
+36,097
| +88% | +$4.57M | 2.39% | 6 |
|
|
2022
Q3 | $4.3M | Sell |
41,118
-35,662
| -46% | -$4.09M | 1.94% | 6 |
|
|
2022
Q2 | $8.65M | Sell |
76,780
-813
| -1% | -$101K | 2.02% | 8 |
|
|
2022
Q1 | $10.6M | Buy |
77,593
+2,530
| +3% | +$373K | 2.14% | 11 |
|
|
2021
Q4 | $11.9M | Buy |
75,063
+4,352
| +6% | +$715K | 2.38% | 9 |
|
|
2021
Q3 | $11.6M | Sell |
70,711
-1,270
| -2% | -$199K | 2.72% | 7 |
|
|
2021
Q2 | $11.2M | Sell |
71,981
-5,920
| -8% | -$930K | 2.63% | 7 |
|
|
2021
Q1 | $11.9M | Sell |
77,901
-905
| -1% | -$130K | 2.83% | 5 |
|
|
2020
Q4 | $10M | Sell |
78,806
-1,610
| -2% | -$180K | 2.49% | 7 |
|
|
2020
Q3 | $7.74M | Buy |
80,416
+885
| +1% | +$86.9K | 2.09% | 16 |
|
|
2020
Q2 | $7.48M | Buy |
79,531
+829
| +1% | +$78.7K | 2.17% | 14 |
|
|
2020
Q1 | $7.09M | Sell |
78,702
-897
| -1% | -$109K | 2.4% | 11 |
|
|
2019
Q4 | $11.1M | Sell |
79,599
-3,157
| -4% | -$405K | 2.99% | 6 |
|
|
2019
Q3 | $9.74M | Buy |
82,756
+7,026
| +9% | +$795K | 2.67% | 7 |
|
|
2019
Q2 | $8.47M | Sell |
75,730
-2,313
| -3% | -$255K | 2.57% | 10 |
|
|
2019
Q1 | $7.9M | Buy |
78,043
+45
| +0.1% | +$4.64K | 2.33% | 15 |
|
|
2018
Q4 | $7.62M | Sell |
77,998
-1,885
| -2% | -$201K | 2.52% | 11 |
|
|
2018
Q3 | $9.01M | Sell |
79,883
-2,260
| -3% | -$257K | 2.52% | 11 |
|
|
2018
Q2 | $8.56M | Sell |
82,143
-2,050
| -2% | -$225K | 2.5% | 11 |
|
|
2018
Q1 | $9.26M | Sell |
84,193
-1,631
| -2% | -$185K | 2.83% | 9 |
|
|
2017
Q4 | $9.18M | Sell |
85,824
-4,450
| -5% | -$451K | 2.78% | 7 |
|
|
2017
Q3 | $8.62M | Buy |
90,274
+365
| +0.4% | +$33.7K | 2.58% | 11 |
|
|
2017
Q2 | $8.22M | Sell |
89,909
-653
| -0.7% | -$56.3K | 2.52% | 9 |
|
|
2017
Q1 | $7.96M | Buy |
90,562
+11,100
| +14% | +$979K | 2.42% | 11 |
|
|
2016
Q4 | $6.86M | Buy |
79,462
+3,855
| +5% | +$294K | 2.47% | 11 |
|
|
2016
Q3 | $5.03M | Sell |
75,607
-35
| -0% | -$2.28K | 1.85% | 23 |
|
|
2016
Q2 | $4.7M | Hold |
75,642
| – | – | 1.78% | 28 |
|
|
2016
Q1 | $4.48M | Buy |
75,642
+4,945
| +7% | +$289K | 1.73% | 27 |
|
|
2015
Q4 | $4.67M | Buy |
70,697
+3,115
| +5% | +$203K | 1.94% | 21 |
|
|
2015
Q3 | $4.12M | Buy |
67,582
+35
| +0.1% | +$2.29K | 1.77% | 23 |
|
|
2015
Q2 | $4.58M | Buy |
67,547
+2,642
| +4% | +$172K | 1.82% | 18 |
|
|
2015
Q1 | $3.93M | Sell |
64,905
-1,165
| -2% | -$69K | 1.49% | 36 |
|
|
2014
Q4 | $4.13M | Buy |
66,070
+400
| +0.6% | +$24.1K | 1.52% | 37 |
|
|
2014
Q3 | $3.96M | Buy |
65,670
+4,565
| +7% | +$267K | 1.52% | 34 |
|
|
2014
Q2 | $3.52M | Buy |
61,105
+3,260
| +6% | +$183K | 1.32% | 40 |
|
|
2014
Q1 | $3.51M | Buy |
57,845
+1,025
| +2% | +$59.2K | 1.38% | 37 |
|
|
2013
Q4 | $3.32M | Buy |
+56,820
| New | +$3.11M | 1.37% | 39 |
|
Other funds holding JPM
Evelyn V. Moreno's JPM Position: Q4 2023 in Review
Evelyn V. Moreno reduced its JPMorgan Chase (JPM) stake by 62% in Q4 2023, selling an estimated $5.72M and leaving 23,205 shares worth $3.95M. The position accounts for 1.86% of the portfolio, ranked #9.
Evelyn V. Moreno first reported a position in JPM in Q4 2013 and has held it in 41 quarters since. The position peaked at $11.9M in Q4 2021. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.
- Evelyn V. Moreno held 23,205 shares of JPMorgan Chase worth $3.95M as of Q4 2023.
- Evelyn V. Moreno sold 37,721 JPMorgan Chase shares in Q4 2023, an estimated $5.72M.
- JPMorgan Chase made up 1.86% of Evelyn V. Moreno's portfolio in Q4 2023, its #9 holding.
- Evelyn V. Moreno first reported a position in JPMorgan Chase in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's JPMorgan Chase position peaked at $11.9M in Q4 2021.
- 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.