Grey Street Capital’s JPMorgan Chase JPM Stock Holding History

Grey Street 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
2024 Q1	$7.24M	Buy	36,153 +29,159	+417%	+$5.26M	0.98%	17
2023 Q4	$1.19M	Buy	6,994 +60	+0.9%	+$9.09K	0.57%	44
2023 Q3	$1.01M	Buy	6,934 +25	+0.4%	+$3.75K	0.58%	44
2023 Q2	$1M	Buy	6,909 +2,875	+71%	+$395K	0.53%	42
2023 Q1	$526K	Buy	+4,034	New	+$553K	0.37%	58

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Grey Street Capital's JPM Position: Q1 2024 in Review

Grey Street Capital increased its JPMorgan Chase (JPM) stake by 417% in Q1 2024, buying an estimated $5.26M and bringing the position to 36,153 shares worth $7.24M. The position accounts for 0.98% of the portfolio, ranked #17.

Grey Street Capital first reported a position in JPM in Q1 2023 and has held it in 5 quarters since. 4,114 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Grey Street Capital held 36,153 shares of JPMorgan Chase worth $7.24M as of Q1 2024.
Grey Street Capital bought 29,159 JPMorgan Chase shares in Q1 2024, an estimated $5.26M.
JPMorgan Chase made up 0.98% of Grey Street Capital's portfolio in Q1 2024, its #17 holding.
Grey Street Capital first reported a position in JPMorgan Chase in Q1 2023 and has held it in 5 quarters since.
4,114 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.