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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
2018
Q3 		– Sell
-30,000
Closed -$3.13M – 70
2018
Q2 		$3.13M Buy
30,000
+2,000
+7% +$219K 1.33% 27
2018
Q1 		$3.08M Buy
+28,000
New +$3.17M 1.65% 17
2017
Q4 		– Sell
-22,500
Closed -$2.15M – 36
2017
Q3 		$2.15M Buy
+22,500
New +$2.07M 2.05% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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.