Guardian Point Capital’s JPMorgan Chase JPM Stock Holding History

Guardian Point 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
2022 Q1	–	Sell	-100,000	Closed	-$15.8M	–	18
2021 Q4	$15.8M	Hold	100,000	–	–	3.67%	12
2021 Q3	$16.4M	Hold	100,000	–	–	3.79%	12
2021 Q2	$15.6M	Hold	100,000	–	–	3.53%	13
2021 Q1	$15.2M	Hold	100,000	–	–	3.82%	13
2020 Q4	$12.7M	Buy	+100,000	New	+$11.2M	3.3%	14
2018 Q2	–	Sell	-61,027	Closed	-$6.71M	–	17
2018 Q1	$6.71M	Hold	61,027	–	–	3%	12
2017 Q4	$6.53M	Buy	+61,027	New	+$6.18M	2.62%	12

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Point Capital's JPM Position: Q1 2022 in Review

Guardian Point Capital sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 100,000 shares — an estimated $15.8M sold.

Guardian Point Capital first reported a position in JPM in Q4 2017 and held it in 7 quarters. The position peaked at $16.4M in Q3 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Guardian Point Capital reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Guardian Point Capital sold 100,000 JPMorgan Chase shares in Q1 2022, an estimated $15.8M.
Guardian Point Capital first reported a position in JPMorgan Chase in Q4 2017 and held it in 7 quarters.
Guardian Point Capital's JPMorgan Chase position peaked at $16.4M in Q3 2021.
3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Guardian Point Capital's 13F filing for Q1 2022, filed 16 May 2022.