George Kaiser Family Foundation’s JPMorgan Chase JPM Stock Holding History

George Kaiser Family Foundation’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	-21,657	Closed	-$2.9M	–	48
2022 Q4	$2.9M	Buy	21,657 +1,873	+9%	+$237K	0.43%	20
2022 Q3	$2.07M	Buy	19,784 +2,827	+17%	+$324K	0.36%	24
2022 Q2	$1.91M	Hold	16,957	–	–	0.34%	30
2022 Q1	$2.31M	Hold	16,957	–	–	0.38%	27
2021 Q4	$2.69M	Hold	16,957	–	–	0.39%	24
2021 Q3	$2.78M	Sell	16,957 -3,631	-18%	-$569K	0.46%	20
2021 Q2	$3.2M	Sell	20,588 -7,785	-27%	-$1.22M	0.51%	19
2021 Q1	$4.32M	Sell	28,373 -4,951	-15%	-$712K	0.9%	15
2020 Q4	$4.23M	Sell	33,324 -1,728	-5%	-$193K	1.12%	14
2020 Q3	$3.37M	Hold	35,052	–	–	1.16%	15
2020 Q2	$3.3M	Sell	35,052 -4	-0%	-$380	1.44%	5
2020 Q1	$3.16M	Hold	35,056	–	–	1.72%	6
2019 Q4	$4.89M	Hold	35,056	–	–	1.5%	3
2019 Q3	$4.13M	Hold	35,056	–	–	1.47%	3
2019 Q2	$3.92M	Hold	35,056	–	–	1.37%	4
2019 Q1	$3.55M	Hold	35,056	–	–	1.23%	4
2018 Q4	$3.42M	Hold	35,056	–	–	1.16%	4
2018 Q3	$3.96M	Hold	35,056	–	–	1.24%	3
2018 Q2	$3.65M	Hold	35,056	–	–	1.19%	3
2018 Q1	$3.85M	Hold	35,056	–	–	1.2%	3
2017 Q4	$3.75M	Hold	35,056	–	–	1.24%	3
2017 Q3	$3.35M	Hold	35,056	–	–	1.53%	4
2017 Q2	$3.2M	Hold	35,056	–	–	1.47%	3
2017 Q1	$3.08M	Sell	35,056 -6,002	-15%	-$530K	1.25%	4
2016 Q4	$3.54M	Hold	41,058	–	–	1.11%	5
2016 Q3	$2.73M	Hold	41,058	–	–	0.61%	6
2016 Q2	$2.55M	Sell	41,058 -9,092	-18%	-$568K	0.63%	6
2016 Q1	$2.97M	Buy	50,150 +8,816	+21%	+$515K	0.83%	6
2015 Q4	$2.73M	Hold	41,334	–	–	0.69%	7
2015 Q3	$2.52M	Buy	41,334 +7,873	+24%	+$516K	0.49%	8
2015 Q2	$2.27M	Hold	33,461	–	–	0.36%	9
2015 Q1	$2.03M	Buy	+33,461	New	+$1.98M	0.32%	10

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

George Kaiser Family Foundation's JPM Position: Q1 2023 in Review

George Kaiser Family Foundation sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 21,657 shares — an estimated $2.9M sold.

George Kaiser Family Foundation first reported a position in JPM in Q1 2015 and held it in 32 quarters. The position peaked at $4.89M in Q4 2019. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

George Kaiser Family Foundation reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
George Kaiser Family Foundation sold 21,657 JPMorgan Chase shares in Q1 2023, an estimated $2.9M.
George Kaiser Family Foundation first reported a position in JPMorgan Chase in Q1 2015 and held it in 32 quarters.
George Kaiser Family Foundation's JPMorgan Chase position peaked at $4.89M in Q4 2019.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on George Kaiser Family Foundation's 13F filing for Q1 2023, filed 10 May 2023.