Harding Loevner’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-589
| Closed | -$62K | – | 122 |
|
|
2022
Q3 | $62K | Hold |
589
| – | – | ﹤0.01% | 96 |
|
|
2022
Q2 | $66K | Hold |
589
| – | – | ﹤0.01% | 95 |
|
|
2022
Q1 | $72K | Sell |
589
-52
| -8% | -$7.68K | ﹤0.01% | 91 |
|
|
2021
Q4 | $102K | Hold |
641
| – | – | ﹤0.01% | 92 |
|
|
2021
Q3 | $105K | Hold |
641
| – | – | ﹤0.01% | 84 |
|
|
2021
Q2 | $100K | Hold |
641
| – | – | ﹤0.01% | 86 |
|
|
2021
Q1 | $98K | Hold |
641
| – | – | ﹤0.01% | 90 |
|
|
2020
Q4 | $81K | Hold |
641
| – | – | ﹤0.01% | 85 |
|
|
2020
Q3 | $62K | Hold |
641
| – | – | ﹤0.01% | 130 |
|
|
2020
Q2 | $60K | Hold |
641
| – | – | ﹤0.01% | 98 |
|
|
2020
Q1 | $58K | Hold |
641
| – | – | ﹤0.01% | 103 |
|
|
2019
Q4 | $89K | Hold |
641
| – | – | ﹤0.01% | 92 |
|
|
2019
Q3 | $75K | Hold |
641
| – | – | ﹤0.01% | 87 |
|
|
2019
Q2 | $72K | Buy |
641
+346
| +117% | +$38.1K | ﹤0.01% | 98 |
|
|
2019
Q1 | $30K | Hold |
295
| – | – | ﹤0.01% | 116 |
|
|
2018
Q4 | $29K | Hold |
295
| – | – | ﹤0.01% | 119 |
|
|
2018
Q3 | $33K | Hold |
295
| – | – | ﹤0.01% | 109 |
|
|
2018
Q2 | $31K | Hold |
295
| – | – | ﹤0.01% | 110 |
|
|
2018
Q1 | $32K | Sell |
295
-275
| -48% | -$31.1K | ﹤0.01% | 114 |
|
|
2017
Q4 | $61K | Hold |
570
| – | – | ﹤0.01% | 94 |
|
|
2017
Q3 | $54K | Hold |
570
| – | – | ﹤0.01% | 96 |
|
|
2017
Q2 | $52K | Buy |
+570
| New | +$49.2K | ﹤0.01% | 92 |
|
|
2015
Q2 | – | Sell |
-2,758,617
| Closed | -$167M | – | 86 |
|
|
2015
Q1 | $167M | Sell |
2,758,617
-1,414,388
| -34% | -$83.8M | 1.27% | 29 |
|
|
2014
Q4 | $261M | Sell |
4,173,005
-587,411
| -12% | -$35.3M | 2.1% | 16 |
|
|
2014
Q3 | $287M | Sell |
4,760,416
-53,796
| -1% | -$3.14M | 2.12% | 16 |
|
|
2014
Q2 | $277M | Buy |
4,814,212
+14,781
| +0.3% | +$831K | 2.07% | 19 |
|
|
2014
Q1 | $291M | Sell |
4,799,431
-39,784
| -0.8% | -$2.3M | 2.22% | 11 |
|
|
2013
Q4 | $283M | Buy |
4,839,215
+177,768
| +4% | +$9.74M | 2.19% | 13 |
|
|
2013
Q3 | $241M | Buy |
4,661,447
+381,141
| +9% | +$20.4M | 2.15% | 14 |
|
|
2013
Q2 | $226M | Buy |
+4,280,306
| New | +$218M | 2.19% | 12 |
|
Other funds holding JPM
Harding Loevner's JPM Position: Q4 2022 in Review
Harding Loevner sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 589 shares — an estimated $62K sold.
Harding Loevner first reported a position in JPM in Q2 2013 and held it in 30 quarters. The position peaked at $291M in Q1 2014. 3,622 funds tracked by Wall St. Rank hold JPM as of Q4 2022.
- Harding Loevner reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
- Harding Loevner sold 589 JPMorgan Chase shares in Q4 2022, an estimated $62K.
- Harding Loevner first reported a position in JPMorgan Chase in Q2 2013 and held it in 30 quarters.
- Harding Loevner's JPMorgan Chase position peaked at $291M in Q1 2014.
- 3,622 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.
Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.