Highlander Capital Management’s JPMorgan Chase JPM Stock Holding History

Highlander 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
2024 Q1	$4.54M	Sell	22,687 -100	-0.4%	-$18K	1.55%	11
2023 Q4	$3.88M	Buy	22,787 +590	+3%	+$89.4K	1.38%	12
2023 Q3	$3.22M	Buy	22,197 +7,917	+55%	+$1.19M	1.27%	14
2023 Q2	$2.08M	Buy	14,280 +1,000	+8%	+$138K	0.96%	22
2023 Q1	$1.73M	Hold	13,280	–	–	0.85%	28
2022 Q4	$1.78M	Hold	13,280	–	–	0.93%	26
2022 Q3	$1.39M	Hold	13,280	–	–	0.8%	30
2022 Q2	$1.5M	Hold	13,280	–	–	0.8%	29
2022 Q1	$1.81M	Sell	13,280 -100	-0.7%	-$14.8K	0.85%	27
2021 Q4	$2.12M	Sell	13,380 -232	-2%	-$38.1K	0.98%	23
2021 Q3	$2.23M	Sell	13,612 -387	-3%	-$60.7K	1.13%	22
2021 Q2	$2.18M	Sell	13,999 -400	-3%	-$62.8K	1.09%	21
2021 Q1	$2.19M	Buy	14,399 +500	+4%	+$71.9K	1.15%	21
2020 Q4	$1.77M	Sell	13,899 -400	-3%	-$44.7K	0.99%	26
2020 Q3	$1.38M	Hold	14,299	–	–	0.83%	29
2020 Q2	$1.34M	Hold	14,299	–	–	0.85%	31
2020 Q1	$1.29M	Sell	14,299 -1,100	-7%	-$134K	0.93%	24
2019 Q4	$2.15M	Sell	15,399 -50	-0.3%	-$6.41K	1.24%	17
2019 Q3	$1.82M	Hold	15,449	–	–	1.12%	17
2019 Q2	$1.73M	Buy	15,449 +500	+3%	+$55.1K	1.05%	17
2019 Q1	$1.51M	Sell	14,949 -901	-6%	-$92.8K	0.94%	20
2018 Q4	$1.57M	Sell	15,850 -3,016	-16%	-$321K	1.03%	16
2018 Q3	$2.13M	Hold	18,866	–	–	1.18%	14
2018 Q2	$1.97M	Buy	18,866 +150	+0.8%	+$16.5K	1.11%	14
2018 Q1	$2M	Buy	18,716 +10,297	+122%	+$1.17M	1.19%	12
2017 Q4	$900K	Sell	8,419 -150	-2%	-$15.2K	0.66%	36
2017 Q3	$818K	Hold	8,569	–	–	0.64%	37
2017 Q2	$795K	Hold	8,569	–	–	0.62%	39
2017 Q1	$753K	Hold	8,569	–	–	0.62%	39
2016 Q4	$739K	Hold	8,569	–	–	0.64%	39
2016 Q3	$571K	Hold	8,569	–	–	0.51%	50
2016 Q2	$532K	Hold	8,569	–	–	0.49%	50
2016 Q1	$507K	Hold	8,569	–	–	0.47%	51
2015 Q4	$566K	Buy	8,569 +50	+0.6%	+$3.26K	0.53%	47
2015 Q3	$519K	Hold	8,519	–	–	0.49%	47
2015 Q2	$577K	Hold	8,519	–	–	0.52%	47
2015 Q1	$516K	Hold	8,519	–	–	0.45%	57
2014 Q4	$533K	Buy	8,519 +333	+4%	+$20K	0.46%	53
2014 Q3	$493K	Hold	8,186	–	–	0.47%	57
2014 Q2	$472K	Hold	8,186	–	–	0.43%	63
2014 Q1	$497K	Hold	8,186	–	–	0.47%	53
2013 Q4	$479K	Buy	8,186 +666	+9%	+$36.5K	0.45%	56
2013 Q3	$389K	Hold	7,520	–	–	0.39%	67
2013 Q2	$397K	Buy	+7,520	New	+$382K	0.42%	59

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Highlander Capital Management's JPM Position: Q1 2024 in Review

Highlander Capital Management reduced its JPMorgan Chase (JPM) stake by 0.44% in Q1 2024, selling an estimated $18K and leaving 22,687 shares worth $4.54M. The position accounts for 1.55% of the portfolio, ranked #11.

Highlander Capital Management first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Highlander Capital Management held 22,687 shares of JPMorgan Chase worth $4.54M as of Q1 2024.
Highlander Capital Management sold 100 JPMorgan Chase shares in Q1 2024, an estimated $18K.
JPMorgan Chase made up 1.55% of Highlander Capital Management's portfolio in Q1 2024, its #11 holding.
Highlander Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.