Fluent Financial’s JPMorgan Chase JPM Stock Holding History

Fluent Financial’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	–	Sell	-2,076	Closed	-$278K	–	67
2022 Q4	$278K	Sell	2,076 -43,679	-95%	-$5.53M	0.17%	65
2022 Q3	$4.78M	Buy	45,755 +4,371	+11%	+$502K	2.62%	9
2022 Q2	$4.66M	Buy	41,384 +1,200	+3%	+$149K	2.39%	11
2022 Q1	$5.47M	Sell	40,184 -10,766	-21%	-$1.59M	2.25%	11
2021 Q4	$8.07M	Buy	50,950 +40,864	+405%	+$6.71M	3.29%	8
2021 Q3	$1.65M	Buy	+10,086	New	+$1.58M	0.7%	39
2018 Q3	–	Sell	-16,012	Closed	-$1.67M	–	75
2018 Q2	$1.67M	Buy	16,012 +2,141	+15%	+$235K	1.1%	40
2018 Q1	$1.53M	Sell	13,871 -483	-3%	-$54.7K	1.06%	32
2017 Q4	$1.55M	Buy	+14,354	New	+$1.45M	1.09%	30

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

Fluent Financial's JPM Position: Q1 2023 in Review

Fluent Financial sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 2,076 shares — an estimated $278K sold.

Fluent Financial first reported a position in JPM in Q4 2017 and held it in 9 quarters. The position peaked at $8.07M in Q4 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Fluent Financial reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Fluent Financial sold 2,076 JPMorgan Chase shares in Q1 2023, an estimated $278K.
Fluent Financial first reported a position in JPMorgan Chase in Q4 2017 and held it in 9 quarters.
Fluent Financial's JPMorgan Chase position peaked at $8.07M in Q4 2021.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Fluent Financial's 13F filing for Q1 2023, filed 11 May 2023.