Flossbach Von Storch’s JPMorgan Chase JPM Stock Holding History

Flossbach Von Storch’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	-1,611	Closed	-$323K	–	119
2024 Q1	$323K	Buy	+1,611	New	+$291K	﹤0.01%	113
2022 Q1	–	Sell	-1,300	Closed	-$206K	–	121
2021 Q4	$206K	Hold	1,300	–	–	﹤0.01%	118
2021 Q3	$213K	Hold	1,300	–	–	﹤0.01%	108
2021 Q2	$202K	Buy	+1,300	New	+$204K	﹤0.01%	101
2013 Q3	–	Sell	-2,220	Closed	-$117K	–	87
2013 Q2	$117K	Buy	+2,220	New	+$113K	﹤0.01%	82

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

Flossbach Von Storch's JPM Position: Q2 2024 in Review

Flossbach Von Storch sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 1,611 shares — an estimated $323K sold.

Flossbach Von Storch first reported a position in JPM in Q2 2013 and held it in 5 quarters. The position peaked at $323K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Flossbach Von Storch reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Flossbach Von Storch sold 1,611 JPMorgan Chase shares in Q2 2024, an estimated $323K.
Flossbach Von Storch first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
Flossbach Von Storch's JPMorgan Chase position peaked at $323K in Q1 2024.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Flossbach Von Storch's 13F filing for Q2 2024, filed 2 Aug 2024.