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Fourthstone LLC’s JPMorgan Chase JPM Stock Holding History

Fourthstone LLC’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
Q4 		– Sell
-11,100
Closed -$1.16M – 54
2022
Q3 		$1.16M Buy
11,100
+5,800
+109% +$666K 0.37% 37
2022
Q2 		$597K Buy
+5,300
New +$657K 0.24% 35

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fourthstone LLC's JPM Position: Q4 2022 in Review

Fourthstone LLC sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 11,100 shares — an estimated $1.16M sold.

Fourthstone LLC first reported a position in JPM in Q2 2022 and held it in 2 quarters. The position peaked at $1.16M in Q3 2022. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Fourthstone LLC reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Fourthstone LLC sold 11,100 JPMorgan Chase shares in Q4 2022, an estimated $1.16M.
  • Fourthstone LLC first reported a position in JPMorgan Chase in Q2 2022 and held it in 2 quarters.
  • Fourthstone LLC's JPMorgan Chase position peaked at $1.16M in Q3 2022.
  • 3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Fourthstone LLC's 13F filing for Q4 2022, filed 14 Feb 2023.