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Grace Capital’s JPMorgan Chase JPM Stock Holding History

Grace Capital’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
2021
Q4 		$650K Buy
4,107
+507
+14% +$83.3K 0.39% 79
2021
Q3 		$589K Sell
3,600
-102
-3% -$16K 0.36% 86
2021
Q2 		$576K Buy
3,702
+372
+11% +$58.4K 0.39% 70
2021
Q1 		$507K Sell
3,330
-341
-9% -$49.1K 0.32% 87
2020
Q4 		$466K Sell
3,671
-373
-9% -$41.7K 0.29% 92
2020
Q3 		$389K Buy
4,044
+140
+4% +$13.7K 0.3% 83
2020
Q2 		$367K Sell
3,904
-5,206
-57% -$494K 0.32% 84
2020
Q1 		$820K Buy
9,110
+3,643
+67% +$443K 0.81% 38
2019
Q4 		$762K Buy
5,467
+60
+1% +$7.7K 0.62% 41
2019
Q3 		$636K Sell
5,407
-32,630
-86% -$3.69M 0.64% 41
2019
Q2 		$4.25M Sell
38,037
-10,523
-22% -$1.16M 2.03% 10
2019
Q1 		$4.92M Sell
48,560
-1,058
-2% -$109K 1.92% 5
2018
Q4 		$4.84M Sell
49,618
-11,664
-19% -$1.24M 2.25% 6
2018
Q3 		$6.92M Sell
61,282
-5,530
-8% -$628K 2.71% 6
2018
Q2 		$6.96M Sell
66,812
-3,850
-5% -$422K 2.66% 6
2018
Q1 		$7.72M Sell
70,662
-28,131
-28% -$3.19M 4.12% 2
2017
Q4 		$10.6M Buy
98,793
+2,845
+3% +$288K 3.72% 3
2017
Q3 		$9.16M Buy
95,948
+24,508
+34% +$2.26M 3.33% 3
2017
Q2 		$6.53M Sell
71,440
-1,180
-2% -$102K 2.61% 4
2017
Q1 		$6.38M Buy
72,620
+570
+0.8% +$50.3K 2.62% 5
2016
Q4 		$6.22M Buy
72,050
+66,050
+1,101% +$5.04M 2.82% 4
2016
Q3 		$400K Buy
+6,000
New +$391K 0.17% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Grace Capital's JPM Position: Q4 2021 in Review

Grace Capital increased its JPMorgan Chase (JPM) stake by 14% in Q4 2021, buying an estimated $83.3K and bringing the position to 4,107 shares worth $650K. The position accounts for 0.39% of the portfolio, ranked #79.

Grace Capital first reported a position in JPM in Q3 2016 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2017. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Grace Capital held 4,107 shares of JPMorgan Chase worth $650K as of Q4 2021.
  • Grace Capital bought 507 JPMorgan Chase shares in Q4 2021, an estimated $83.3K.
  • JPMorgan Chase made up 0.39% of Grace Capital's portfolio in Q4 2021, its #79 holding.
  • Grace Capital first reported a position in JPMorgan Chase in Q3 2016 and has held it in 22 quarters since.
  • Grace Capital's JPMorgan Chase position peaked at $10.6M in Q4 2017.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.