Hayden Royal’s JPMorgan Chase JPM Stock Holding History

Hayden Royal’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
2021 Q4	$325K	Buy	2,054 +52	+3%	+$8.54K	0.76%	42
2021 Q3	$328K	Sell	2,002 -4,431	-69%	-$695K	0.54%	50
2021 Q2	$1M	Buy	6,433 +6	+0.1%	+$942	0.55%	42
2021 Q1	$978K	Sell	6,427 -21	-0.3%	-$3.02K	0.56%	46
2020 Q4	$789K	Sell	6,448 -842	-12%	-$94.1K	0.43%	52
2020 Q3	$701K	Sell	7,290 -8,621	-54%	-$847K	0.37%	67
2020 Q2	$1.12M	Buy	15,911 +2,063	+15%	+$196K	0.63%	37
2020 Q1	$1.25M	Buy	13,848 +362	+3%	+$44K	0.73%	30
2019 Q4	$1.83M	Buy	13,486 +221	+2%	+$28.3K	0.93%	27
2019 Q3	$1.56M	Sell	13,265 -67	-0.5%	-$7.58K	1.37%	14
2019 Q2	$1.51M	Sell	13,332 -392	-3%	-$43.2K	1.61%	12
2019 Q1	$1.39M	Sell	13,724 -31,057	-69%	-$3.2M	1.81%	11
2018 Q4	$4.37M	Buy	+44,781	New	+$4.77M	2.23%	8

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Hayden Royal's JPM Position: Q4 2021 in Review

Hayden Royal increased its JPMorgan Chase (JPM) stake by 2.6% in Q4 2021, buying an estimated $8.54K and bringing the position to 2,054 shares worth $325K. The position accounts for 0.76% of the portfolio, ranked #42.

Hayden Royal first reported a position in JPM in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.37M in Q4 2018. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Hayden Royal held 2,054 shares of JPMorgan Chase worth $325K as of Q4 2021.
Hayden Royal bought 52 JPMorgan Chase shares in Q4 2021, an estimated $8.54K.
JPMorgan Chase made up 0.76% of Hayden Royal's portfolio in Q4 2021, its #42 holding.
Hayden Royal first reported a position in JPMorgan Chase in Q4 2018 and has held it in 13 quarters since.
Hayden Royal's JPMorgan Chase position peaked at $4.37M in Q4 2018.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.