HLOC
JPM icon

H.L. Ormond & Company’s JPMorgan Chase JPM Stock Holding History

H.L. Ormond & Company’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
Q2 		– Sell
-1,618
Closed -$221K – 96
2022
Q1 		$221K Sell
1,618
-40
-2% -$5.9K 0.27% 99
2021
Q4 		$257K Buy
+1,658
New +$272K 0.3% 92

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

H.L. Ormond & Company's JPM Position: Q2 2022 in Review

H.L. Ormond & Company sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 1,618 shares — an estimated $221K sold.

H.L. Ormond & Company first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $257K in Q4 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • H.L. Ormond & Company reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • H.L. Ormond & Company sold 1,618 JPMorgan Chase shares in Q2 2022, an estimated $221K.
  • H.L. Ormond & Company first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
  • H.L. Ormond & Company's JPMorgan Chase position peaked at $257K in Q4 2021.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on H.L. Ormond & Company's 13F filing for Q2 2022, filed 12 Aug 2022.