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Handelsinvest Investeringsforvaltning’s JPMorgan Chase JPM Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$3.27M Sell
16,351
-7,132
-30% -$1.29M 1.57% 7
2023
Q4 		$3.99M Buy
+23,483
New +$3.56M 1.63% 6

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Handelsinvest Investeringsforvaltning's JPM Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its JPMorgan Chase (JPM) stake by 30% in Q1 2024, selling an estimated $1.29M and leaving 16,351 shares worth $3.27M. The position accounts for 1.57% of the portfolio, ranked #7.

Handelsinvest Investeringsforvaltning first reported a position in JPM in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.99M in Q4 2023. 4,111 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 16,351 shares of JPMorgan Chase worth $3.27M as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 7,132 JPMorgan Chase shares in Q1 2024, an estimated $1.29M.
  • JPMorgan Chase made up 1.57% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #7 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in JPMorgan Chase in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's JPMorgan Chase position peaked at $3.99M in Q4 2023.
  • 4,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.