HGI Capital Management’s JPMorgan Chase JPM Stock Holding History

HGI Capital Management’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
2019 Q1	–	Sell	-32,500	Closed	-$3.17M	–	66
2018 Q4	$3.17M	Buy	+32,500	New	+$3.46M	2.71%	13
2018 Q3	–	Sell	-30,000	Closed	-$3.13M	–	69
2018 Q2	$3.13M	Buy	30,000 +2,000	+7%	+$219K	1.33%	26
2018 Q1	$3.08M	Sell	28,000 -17,000	-38%	-$1.92M	1.65%	16
2017 Q4	$4.81M	Hold	45,000	–	–	3.06%	9
2017 Q3	$4.3M	Hold	45,000	–	–	4.1%	8
2017 Q2	$4.11M	Buy	+45,000	New	+$3.88M	5.05%	11

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HGI Capital Management's JPM Position: Q2 2022 in Review

HGI Capital Management sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 14,046 shares — an estimated $1.92M sold.

HGI Capital Management first reported a position in JPM in Q1 2018 and held it in 17 quarters. The position peaked at $7.63M in Q4 2020. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

HGI Capital Management reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
HGI Capital Management sold 14,046 JPMorgan Chase shares in Q2 2022, an estimated $1.92M.
HGI Capital Management first reported a position in JPMorgan Chase in Q1 2018 and held it in 17 quarters.
HGI Capital Management's JPMorgan Chase position peaked at $7.63M in Q4 2020.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on HGI Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.