Harper Investing’s JPMorgan Chase JPM Stock Holding History

Harper Investing’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	-2,082	Closed	-$279K	–	29
2022 Q4	$279K	Sell	2,082 -2,669	-56%	-$338K	0.34%	33
2022 Q3	$481K	Buy	4,751 +278	+6%	+$31.9K	0.49%	39
2022 Q2	$504K	Buy	4,473 +805	+22%	+$99.7K	0.51%	42
2022 Q1	$500K	Buy	+3,668	New	+$541K	0.46%	41

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harper Investing's JPM Position: Q1 2023 in Review

Harper Investing sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 2,082 shares — an estimated $279K sold.

Harper Investing first reported a position in JPM in Q1 2022 and held it in 4 quarters. The position peaked at $504K in Q2 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Harper Investing reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Harper Investing sold 2,082 JPMorgan Chase shares in Q1 2023, an estimated $279K.
Harper Investing first reported a position in JPMorgan Chase in Q1 2022 and held it in 4 quarters.
Harper Investing's JPMorgan Chase position peaked at $504K in Q2 2022.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Harper Investing's 13F filing for Q1 2023, filed 26 Apr 2023.