FourThought Financial’s JPMorgan Chase JPM Stock Holding History

FourThought 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
2022 Q3	$6.95M	Buy	66,491 +3,566	+6%	+$409K	1.03%	30
2022 Q2	$7.09M	Buy	62,925 +38,746	+160%	+$4.8M	1.04%	27
2022 Q1	$3.29M	Buy	24,179 +1,061	+5%	+$157K	0.42%	65
2021 Q4	$3.66M	Sell	23,118 -1,196	-5%	-$196K	0.46%	52
2021 Q3	$3.98M	Sell	24,314 -2,319	-9%	-$364K	0.53%	50
2021 Q2	$4.14M	Sell	26,633 -12,334	-32%	-$1.94M	0.55%	48
2021 Q1	$5.93M	Buy	38,967 +1,804	+5%	+$260K	0.86%	32
2020 Q4	$4.72M	Buy	+37,163	New	+$4.15M	0.75%	34

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

FourThought Financial's JPM Position: Q3 2022 in Review

FourThought Financial increased its JPMorgan Chase (JPM) stake by 5.7% in Q3 2022, buying an estimated $409K and bringing the position to 66,491 shares worth $6.95M. The position accounts for 1.03% of the portfolio, ranked #30.

FourThought Financial first reported a position in JPM in Q4 2020 and has held it in 8 quarters since. The position peaked at $7.09M in Q2 2022. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

FourThought Financial held 66,491 shares of JPMorgan Chase worth $6.95M as of Q3 2022.
FourThought Financial bought 3,566 JPMorgan Chase shares in Q3 2022, an estimated $409K.
JPMorgan Chase made up 1.03% of FourThought Financial's portfolio in Q3 2022, its #30 holding.
FourThought Financial first reported a position in JPMorgan Chase in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's JPMorgan Chase position peaked at $7.09M in Q2 2022.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.