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HNP Capital’s JPMorgan Chase JPM Stock Holding History

HNP Capital’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
2023
Q1 		$2.93M Sell
22,515
-385
-2% -$52.8K 0.82% 28
2022
Q4 		$3.07M Sell
22,900
-11,568
-34% -$1.47M 0.86% 26
2022
Q3 		$3.6M Sell
34,468
-992
-3% -$114K 1.04% 21
2022
Q2 		$3.99M Sell
35,460
-2,979
-8% -$369K 1.1% 19
2022
Q1 		$5.24M Sell
38,439
-260
-0.7% -$38.4K 1.24% 18
2021
Q4 		$6.13M Buy
38,699
+938
+2% +$154K 1.39% 19
2021
Q3 		$6.18M Buy
37,761
+272
+0.7% +$42.6K 1.55% 18
2021
Q2 		$5.83M Buy
37,489
+1,405
+4% +$221K 1.54% 19
2021
Q1 		$5.49M Sell
36,084
-156
-0.4% -$22.4K 1.63% 16
2020
Q4 		$4.61M Buy
36,240
+117
+0.3% +$13.1K 1.51% 15
2020
Q3 		$3.72M Buy
36,123
+668
+2% +$65.6K 1.36% 23
2020
Q2 		$3.29M Sell
35,455
-53,129
-60% -$5.04M 1.36% 20
2020
Q1 		$7.89M Buy
88,584
+67,964
+330% +$8.26M 1.17% 22
2019
Q4 		$2.81M Buy
20,620
+2,784
+16% +$357K 1.2% 21
2019
Q3 		$2M Buy
17,836
+697
+4% +$78.8K 1.1% 22
2019
Q2 		$1.92M Buy
17,139
+1,832
+12% +$202K 1.12% 24
2019
Q1 		$1.55M Buy
15,307
+660
+5% +$68K 0.96% 27
2018
Q4 		$1.43M Buy
+14,647
New +$1.56M 0.96% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HNP Capital's JPM Position: Q1 2023 in Review

HNP Capital reduced its JPMorgan Chase (JPM) stake by 1.7% in Q1 2023, selling an estimated $52.8K and leaving 22,515 shares worth $2.93M. The position accounts for 0.82% of the portfolio, ranked #28.

HNP Capital first reported a position in JPM in Q4 2018 and has held it in 18 quarters since. The position peaked at $7.89M in Q1 2020. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • HNP Capital held 22,515 shares of JPMorgan Chase worth $2.93M as of Q1 2023.
  • HNP Capital sold 385 JPMorgan Chase shares in Q1 2023, an estimated $52.8K.
  • JPMorgan Chase made up 0.82% of HNP Capital's portfolio in Q1 2023, its #28 holding.
  • HNP Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 18 quarters since.
  • HNP Capital's JPMorgan Chase position peaked at $7.89M in Q1 2020.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.