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Guild Investment Management’s JPMorgan Chase JPM Stock Holding History

Guild 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
2023
Q1 		– Sell
-16,875
Closed -$2.26M – 61
2022
Q4 		$2.26M Sell
16,875
-630
-4% -$79.8K 3.87% 4
2022
Q3 		$1.83M Buy
17,505
+9,870
+129% +$1.13M 3.14% 7
2022
Q2 		$880K Buy
7,635
+4,903
+179% +$607K 1.33% 31
2022
Q1 		$372K Hold
2,732
– – 0.38% 52
2021
Q4 		$433K Sell
2,732
-45
-2% -$7.39K 0.44% 50
2021
Q3 		$455K Hold
2,777
– – 0.44% 50
2021
Q2 		$432K Buy
2,777
+2
+0.1% +$314 0.42% 49
2021
Q1 		$422K Buy
+2,775
New +$399K 0.45% 48

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

Guild Investment Management's JPM Position: Q1 2023 in Review

Guild Investment Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 16,875 shares — an estimated $2.26M sold.

Guild Investment Management first reported a position in JPM in Q1 2021 and held it in 8 quarters. The position peaked at $2.26M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Guild Investment Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Guild Investment Management sold 16,875 JPMorgan Chase shares in Q1 2023, an estimated $2.26M.
  • Guild Investment Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 8 quarters.
  • Guild Investment Management's JPMorgan Chase position peaked at $2.26M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Guild Investment Management's 13F filing for Q1 2023, filed 18 Apr 2023.