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JPM icon

F3Logic’s JPMorgan Chase JPM Stock Holding History

F3Logic’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
Q4 		$1.02M Sell
7,603
-991
-12% -$126K 0.21% 52
2022
Q3 		$896K Sell
8,594
-325
-4% -$37.3K 0.19% 70
2022
Q2 		$1M Buy
8,919
+6,883
+338% +$853K 0.18% 68
2022
Q1 		$280K Buy
2,036
+2
+0.1% +$295 0.04% 185
2021
Q4 		$323K Sell
2,034
-300
-13% -$49.3K 0.04% 193
2021
Q3 		$380K Buy
2,334
+3
+0.1% +$470 0.05% 166
2021
Q2 		$363K Buy
2,331
+333
+17% +$52.3K 0.04% 172
2021
Q1 		$302K Sell
1,998
-219
-10% -$31.5K 0.04% 194
2020
Q4 		$284K Buy
+2,217
New +$248K 0.04% 179
2019
Q3 		– Sell
-7,969
Closed -$889K – 182
2019
Q2 		$889K Buy
7,969
+1,571
+25% +$173K 0.17% 95
2019
Q1 		$650K Buy
6,398
+2,664
+71% +$274K 0.14% 112
2018
Q4 		$364K Buy
+3,734
New +$398K 0.11% 117

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

F3Logic's JPM Position: Q4 2022 in Review

F3Logic reduced its JPMorgan Chase (JPM) stake by 12% in Q4 2022, selling an estimated $126K and leaving 7,603 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #52.

F3Logic first reported a position in JPM in Q4 2018 and has held it in 12 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • F3Logic held 7,603 shares of JPMorgan Chase worth $1.02M as of Q4 2022.
  • F3Logic sold 991 JPMorgan Chase shares in Q4 2022, an estimated $126K.
  • JPMorgan Chase made up 0.21% of F3Logic's portfolio in Q4 2022, its #52 holding.
  • F3Logic first reported a position in JPMorgan Chase in Q4 2018 and has held it in 12 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.