First National Bank of South Miami’s JPMorgan Chase JPM Stock Holding History

First National Bank of South Miami’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
2023 Q2	$1.52M	Sell	10,417 -542	-5%	-$74.5K	1.22%	17
2023 Q1	$1.43M	Sell	10,959 -304	-3%	-$41.7K	1.14%	17
2022 Q4	$1.51M	Sell	11,263 -195	-2%	-$24.7K	1.13%	18
2022 Q3	$1.2M	Sell	11,458 -533	-4%	-$61.2K	0.93%	25
2022 Q2	$1.35M	Sell	11,991 -120	-1%	-$14.9K	0.92%	22
2022 Q1	$1.65M	Buy	12,111 +758	+7%	+$112K	1%	21
2021 Q4	$1.8M	Buy	11,353 +803	+8%	+$132K	1.09%	19
2021 Q3	$1.73M	Buy	10,550 +536	+5%	+$84K	1.16%	17
2021 Q2	$1.56M	Buy	10,014 +723	+8%	+$114K	1.06%	19
2021 Q1	$1.41M	Buy	9,291 +339	+4%	+$48.8K	1.08%	20
2020 Q4	$1.14M	Buy	8,952 +85	+1%	+$9.5K	0.98%	25
2020 Q3	$854K	Sell	8,867 -321	-3%	-$31.5K	0.81%	33
2020 Q2	$864K	Sell	9,188 -105	-1%	-$9.96K	0.93%	28
2020 Q1	$837K	Sell	9,293 -324	-3%	-$39.4K	1.06%	22
2019 Q4	$1.34M	Sell	9,617 -580	-6%	-$74.4K	1.33%	14
2019 Q3	$1.12M	Sell	10,197 -10	-0.1%	-$1.13K	1.07%	25
2019 Q2	$1.18M	Buy	10,207 +250	+3%	+$27.6K	1.11%	22
2019 Q1	$1.01M	Sell	9,957 -51	-0.5%	-$5.25K	0.96%	26
2018 Q4	$1.04M	Buy	+10,008	New	+$1.07M	1.01%	25

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First National Bank of South Miami's JPM Position: Q2 2023 in Review

First National Bank of South Miami reduced its JPMorgan Chase (JPM) stake by 4.9% in Q2 2023, selling an estimated $74.5K and leaving 10,417 shares worth $1.52M. The position accounts for 1.22% of the portfolio, ranked #17.

First National Bank of South Miami first reported a position in JPM in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.8M in Q4 2021. 3,666 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

First National Bank of South Miami held 10,417 shares of JPMorgan Chase worth $1.52M as of Q2 2023.
First National Bank of South Miami sold 542 JPMorgan Chase shares in Q2 2023, an estimated $74.5K.
JPMorgan Chase made up 1.22% of First National Bank of South Miami's portfolio in Q2 2023, its #17 holding.
First National Bank of South Miami first reported a position in JPMorgan Chase in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's JPMorgan Chase position peaked at $1.8M in Q4 2021.
3,666 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.