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Greylin Investment Management’s JPMorgan Chase JPM Stock Holding History

Greylin Investment Management’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
Q2 		$1.14M Sell
5,625
-300
-5% -$58.6K 0.19% 43
2024
Q1 		$1.19M Sell
5,925
-50
-0.8% -$9.02K 0.19% 44
2023
Q4 		$1.02M Sell
5,975
-275
-4% -$41.7K 0.18% 45
2023
Q3 		$906K Sell
6,250
-500
-7% -$75K 0.16% 44
2023
Q2 		$982K Sell
6,750
-100
-1% -$13.8K 0.18% 43
2023
Q1 		$893K Buy
6,850
+50
+0.7% +$6.85K 0.16% 45
2022
Q4 		$912K Hold
6,800
– – 0.17% 42
2022
Q3 		$711K Hold
6,800
– – 0.15% 45
2022
Q2 		$766K Sell
6,800
-50
-0.7% -$6.2K 0.15% 45
2022
Q1 		$934K Sell
6,850
-50
-0.7% -$7.38K 0.16% 42
2021
Q4 		$1.09M Hold
6,900
– – 0.21% 46
2021
Q3 		$1.13M Sell
6,900
-50
-0.7% -$7.84K 0.23% 46
2021
Q2 		$1.08M Sell
6,950
-100
-1% -$15.7K 0.21% 46
2021
Q1 		$1.07M Sell
7,050
-375
-5% -$54K 0.22% 47
2020
Q4 		$943K Sell
7,425
-455
-6% -$50.9K 0.22% 46
2020
Q3 		$759K Sell
7,880
-3,289
-29% -$323K 0.2% 45
2020
Q2 		$1.05M Sell
11,169
-1,626
-13% -$154K 0.3% 34
2020
Q1 		$1.15M Buy
12,795
+4,320
+51% +$525K 0.36% 33
2019
Q4 		$1.18M Sell
8,475
-100
-1% -$12.8K 0.26% 38
2019
Q3 		$1.01M Hold
8,575
– – 0.24% 38
2019
Q2 		$959K Sell
8,575
-115
-1% -$12.7K 0.22% 43
2019
Q1 		$880K Sell
8,690
-150
-2% -$15.5K 0.2% 48
2018
Q4 		$863K Hold
8,840
– – 0.21% 43
2018
Q3 		$998K Sell
8,840
-600
-6% -$68.1K 0.22% 44
2018
Q2 		$984K Sell
9,440
-2,382
-20% -$261K 0.21% 45
2018
Q1 		$1.3M Sell
11,822
-364
-3% -$41.2K 0.28% 36
2017
Q4 		$1.3M Sell
12,186
-350
-3% -$35.4K 0.28% 38
2017
Q3 		$1.2M Sell
12,536
-45
-0.4% -$4.15K 0.27% 40
2017
Q2 		$1.15M Sell
12,581
-65
-0.5% -$5.61K 0.27% 37
2017
Q1 		$1.11M Sell
12,646
-850
-6% -$75K 0.26% 39
2016
Q4 		$1.17M Buy
13,496
+50
+0.4% +$3.81K 0.28% 36
2016
Q3 		$895K Sell
13,446
-400
-3% -$26.1K 0.22% 42
2016
Q2 		$860K Hold
13,846
– – 0.21% 41
2016
Q1 		$820K Sell
13,846
-450
-3% -$26.3K 0.21% 38
2015
Q4 		$944K Sell
14,296
-100
-0.7% -$6.51K 0.25% 34
2015
Q3 		$878K Sell
14,396
-300
-2% -$19.6K 0.24% 32
2015
Q2 		$996K Buy
14,696
+930
+7% +$60.7K 0.25% 32
2015
Q1 		$861K Sell
13,766
-1,000
-7% -$59.2K 0.21% 36
2014
Q4 		$924K Sell
14,766
-200
-1% -$12K 0.22% 34
2014
Q3 		$902K Sell
14,966
-85
-0.6% -$4.97K 0.22% 34
2014
Q2 		$867K Buy
15,051
+85
+0.6% +$4.78K 0.21% 35
2014
Q1 		$909K Buy
14,966
+900
+6% +$52K 0.22% 36
2013
Q4 		$823K Buy
14,066
+1,534
+12% +$84K 0.2% 39
2013
Q3 		$648K Sell
12,532
-500
-4% -$26.8K 0.33% 25
2013
Q2 		$688K Buy
+13,032
New +$663K 0.22% 26

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Greylin Investment Management's JPM Position: Q2 2024 in Review

Greylin Investment Management reduced its JPMorgan Chase (JPM) stake by 5.1% in Q2 2024, selling an estimated $58.6K and leaving 5,625 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #43.

Greylin Investment Management first reported a position in JPM in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.3M in Q4 2017. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Greylin Investment Management held 5,625 shares of JPMorgan Chase worth $1.14M as of Q2 2024.
  • Greylin Investment Management sold 300 JPMorgan Chase shares in Q2 2024, an estimated $58.6K.
  • JPMorgan Chase made up 0.19% of Greylin Investment Management's portfolio in Q2 2024, its #43 holding.
  • Greylin Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 45 quarters since.
  • Greylin Investment Management's JPMorgan Chase position peaked at $1.3M in Q4 2017.
  • 4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Greylin Investment Management's 13F filing for Q2 2024, filed 19 Jul 2024.