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Golden Green’s JPMorgan Chase JPM Stock Holding History

Golden Green’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
-1,615
Closed -$217K – 84
2022
Q4 		$217K Buy
+1,615
New +$205K 0.22% 71
2021
Q4 		– Sell
-2,608
Closed -$427K – 137
2021
Q3 		$427K Sell
2,608
-696
-21% -$109K 0.33% 68
2021
Q2 		$514K Buy
3,304
+8
+0.2% +$1.26K 0.39% 67
2021
Q1 		$502K Buy
+3,296
New +$474K 0.43% 70

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Golden Green's JPM Position: Q1 2023 in Review

Golden Green sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 1,615 shares — an estimated $217K sold.

Golden Green first reported a position in JPM in Q1 2021 and held it in 4 quarters. The position peaked at $514K in Q2 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Golden Green reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Golden Green sold 1,615 JPMorgan Chase shares in Q1 2023, an estimated $217K.
  • Golden Green first reported a position in JPMorgan Chase in Q1 2021 and held it in 4 quarters.
  • Golden Green's JPMorgan Chase position peaked at $514K in Q2 2021.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Golden Green's 13F filing for Q1 2023, filed 11 May 2023.