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Herr Investment Group’s JPMorgan Chase JPM Stock Holding History

Herr Investment Group’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 		– Sell
-18,441
Closed -$3.14M – 83
2023
Q4 		$3.14M Sell
18,441
-22,103
-55% -$3.35M 0.18% 48
2023
Q3 		$5.88M Buy
+40,544
New +$6.08M 0.45% 31

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
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

Herr Investment Group's JPM Position: Q1 2024 in Review

Herr Investment Group sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 18,441 shares — an estimated $3.14M sold.

Herr Investment Group first reported a position in JPM in Q3 2023 and held it in 2 quarters. The position peaked at $5.88M in Q3 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Herr Investment Group reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Herr Investment Group sold 18,441 JPMorgan Chase shares in Q1 2024, an estimated $3.14M.
  • Herr Investment Group first reported a position in JPMorgan Chase in Q3 2023 and held it in 2 quarters.
  • Herr Investment Group's JPMorgan Chase position peaked at $5.88M in Q3 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Herr Investment Group's 13F filing for Q1 2024, filed 13 May 2024.