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HM Capital Management’s JPMorgan Chase JPM Stock Holding History

HM 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
2022
Q3 		$969K Buy
9,276
+1
+0% +$115 0.58% 23
2022
Q2 		$1.04M Buy
9,275
+6,055
+188% +$750K 0.58% 23
2022
Q1 		$439K Sell
3,220
-171
-5% -$25.2K 0.16% 37
2021
Q4 		$537K Buy
+3,391
New +$557K 0.2% 34
2019
Q1 		– Sell
-19,498
Closed -$1.9M – 35
2018
Q4 		$1.9M Buy
19,498
+1,626
+9% +$173K 1.63% 9
2018
Q3 		$2.02M Buy
17,872
+660
+4% +$74.9K 1.54% 11
2018
Q2 		$1.79M Buy
17,212
+421
+3% +$46.2K 1.38% 13
2018
Q1 		$1.85M Sell
16,791
-62
-0.4% -$7.02K 1.48% 13
2017
Q4 		$1.8M Sell
16,853
-42
-0.2% -$4.25K 1.48% 11
2017
Q3 		$1.61M Buy
16,895
+171
+1% +$15.8K 1.43% 11
2017
Q2 		$1.53M Buy
16,724
+864
+5% +$74.5K 1.42% 9
2017
Q1 		$1.4M Sell
15,860
-126
-0.8% -$11.1K 1.34% 9
2016
Q4 		$1.38M Sell
15,986
-87
-0.5% -$6.63K 1.4% 9
2016
Q3 		$1.07M Sell
16,073
-10
-0.1% -$652 1.08% 15
2016
Q2 		$1M Buy
16,083
+178
+1% +$11.1K 1.04% 14
2016
Q1 		$942K Sell
15,905
-113
-0.7% -$6.6K 1.05% 13
2015
Q4 		$1.06M Sell
16,018
-205
-1% -$13.3K 1.12% 11
2015
Q3 		$989K Buy
16,223
+70
+0.4% +$4.58K 1.1% 11
2015
Q2 		$1.09M Sell
16,153
-19
-0.1% -$1.24K 1.11% 10
2015
Q1 		$980K Sell
16,172
-130
-0.8% -$7.7K 1.02% 11
2014
Q4 		$1.02M Buy
+16,302
New +$981K 1.04% 12

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HM Capital Management's JPM Position: Q3 2022 in Review

HM Capital Management increased its JPMorgan Chase (JPM) stake by 0.01% in Q3 2022, buying an estimated $115 and bringing the position to 9,276 shares worth $969K. The position accounts for 0.58% of the portfolio, ranked #23.

HM Capital Management first reported a position in JPM in Q4 2014 and has held it in 21 quarters since. The position peaked at $2.02M in Q3 2018. 3,393 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • HM Capital Management held 9,276 shares of JPMorgan Chase worth $969K as of Q3 2022.
  • HM Capital Management bought 1 JPMorgan Chase share in Q3 2022, an estimated $115.
  • JPMorgan Chase made up 0.58% of HM Capital Management's portfolio in Q3 2022, its #23 holding.
  • HM Capital Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 21 quarters since.
  • HM Capital Management's JPMorgan Chase position peaked at $2.02M in Q3 2018.
  • 3,393 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.