Fithian’s JPMorgan Chase JPM Stock Holding History

Fithian’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 Q1	$245K	Hold	1,882	–	–	0.51%	14
2022 Q4	$252K	Buy	+1,882	New	+$238K	1.2%	12

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

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

Fithian's JPM Position: Q1 2023 in Review

Fithian held its JPMorgan Chase (JPM) position steady in Q1 2023 at 1,882 shares worth $245K. The position accounts for 0.51% of the portfolio, ranked #14.

Fithian first reported a position in JPM in Q4 2022 and has held it in 2 quarters since. The position peaked at $252K in Q4 2022. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Fithian held 1,882 shares of JPMorgan Chase worth $245K as of Q1 2023.
Fithian left its JPMorgan Chase share count unchanged in Q1 2023.
JPMorgan Chase made up 0.51% of Fithian's portfolio in Q1 2023, its #14 holding.
Fithian first reported a position in JPMorgan Chase in Q4 2022 and has held it in 2 quarters since.
Fithian's JPMorgan Chase position peaked at $252K in Q4 2022.
3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Fithian's 13F filing for Q1 2023, filed 3 May 2023.