Gyroscope Capital Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.4M | Sell |
71,714
-1,704
| -2% | -$255K | 2.39% | 6 |
|
|
2023
Q2 | $10.7M | Sell |
73,418
-434
| -0.6% | -$59.7K | 2.46% | 7 |
|
|
2023
Q1 | $9.62M | Buy |
73,852
+3,317
| +5% | +$454K | 2.45% | 6 |
|
|
2022
Q4 | $9.46M | Buy |
70,535
+3,000
| +4% | +$380K | 2.87% | 6 |
|
|
2022
Q3 | $7.06M | Buy |
67,535
+6,456
| +11% | +$741K | 2.73% | 8 |
|
|
2022
Q2 | $6.88M | Buy |
61,079
+11,835
| +24% | +$1.47M | 2.36% | 17 |
|
|
2022
Q1 | $6.71M | Buy |
49,244
+5,107
| +12% | +$754K | 2.31% | 22 |
|
|
2021
Q4 | $6.99M | Buy |
44,137
+603
| +1% | +$99K | 2.46% | 12 |
|
|
2021
Q3 | $7.13M | Buy |
43,534
+486
| +1% | +$76.2K | 2.69% | 11 |
|
|
2021
Q2 | $6.7M | Buy |
+43,048
| New | +$6.76M | 2.35% | 15 |
|
|
2021
Q1 | – | Sell |
-25,596
| Closed | -$3.25M | – | 124 |
|
|
2020
Q4 | $3.25M | Buy |
25,596
+15,477
| +153% | +$1.73M | 1.4% | 26 |
|
|
2020
Q3 | $974K | Buy |
10,119
+300
| +3% | +$29.5K | 0.44% | 49 |
|
|
2020
Q2 | $924K | Buy |
9,819
+300
| +3% | +$28.5K | 0.42% | 47 |
|
|
2020
Q1 | $857K | Sell |
9,519
-1,300
| -12% | -$158K | 0.4% | 49 |
|
|
2019
Q4 | $1.51M | Sell |
10,819
-170
| -2% | -$21.8K | 0.54% | 37 |
|
|
2019
Q3 | $1.23M | Sell |
10,989
-400
| -4% | -$45.2K | 0.49% | 43 |
|
|
2019
Q2 | $1.29M | Sell |
11,389
-700
| -6% | -$77.2K | 0.49% | 44 |
|
|
2019
Q1 | $1.33M | Buy |
12,089
+335
| +3% | +$34.5K | 0.51% | 41 |
|
|
2018
Q4 | $1.15M | Buy |
11,754
+388
| +3% | +$41.3K | 0.44% | 52 |
|
|
2018
Q3 | $1.3M | Buy |
11,366
+1,700
| +18% | +$193K | 0.53% | 37 |
|
|
2018
Q2 | $1.01M | Hold |
9,666
| – | – | 0.45% | 41 |
|
|
2018
Q1 | $1.06M | Sell |
9,666
-340
| -3% | -$38.5K | 0.51% | 40 |
|
|
2017
Q4 | $1.07M | Sell |
10,006
-156
| -2% | -$15.8K | 0.49% | 43 |
|
|
2017
Q3 | $971K | Buy |
10,162
+111
| +1% | +$10.2K | 0.49% | 40 |
|
|
2017
Q2 | $919K | Hold |
10,051
| – | – | 0.46% | 42 |
|
|
2017
Q1 | $883K | Sell |
10,051
-839
| -8% | -$74K | 0.53% | 41 |
|
|
2016
Q4 | $940K | Sell |
10,890
-184
| -2% | -$14K | 0.63% | 37 |
|
|
2016
Q3 | $737K | Buy |
11,074
+200
| +2% | +$13K | 0.55% | 38 |
|
|
2016
Q2 | $676K | Buy |
10,874
+370
| +4% | +$23.1K | 0.55% | 39 |
|
|
2016
Q1 | $622K | Hold |
10,504
| – | – | 0.48% | 41 |
|
|
2015
Q4 | $694K | Hold |
10,504
| – | – | 0.55% | 38 |
|
|
2015
Q3 | $640K | Hold |
10,504
| – | – | 0.55% | 36 |
|
|
2015
Q2 | $712K | Sell |
10,504
-1,679
| -14% | -$110K | 0.58% | 39 |
|
|
2015
Q1 | $738K | Hold |
12,183
| – | – | 0.61% | 35 |
|
|
2014
Q4 | $762K | Buy |
+12,183
| New | +$733K | 0.63% | 33 |
|
Other funds holding JPM
Gyroscope Capital Management Group's JPM Position: Q3 2023 in Review
Gyroscope Capital Management Group reduced its JPMorgan Chase (JPM) stake by 2.3% in Q3 2023, selling an estimated $255K and leaving 71,714 shares worth $10.4M. The position accounts for 2.39% of the portfolio, ranked #6.
Gyroscope Capital Management Group first reported a position in JPM in Q4 2014 and has held it in 35 quarters since. The position peaked at $10.7M in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.
- Gyroscope Capital Management Group held 71,714 shares of JPMorgan Chase worth $10.4M as of Q3 2023.
- Gyroscope Capital Management Group sold 1,704 JPMorgan Chase shares in Q3 2023, an estimated $255K.
- JPMorgan Chase made up 2.39% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #6 holding.
- Gyroscope Capital Management Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 35 quarters since.
- Gyroscope Capital Management Group's JPMorgan Chase position peaked at $10.7M in Q2 2023.
- 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.
Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.