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HoldCo Asset Management’s JPMorgan Chase JPM Stock Holding History

HoldCo Asset 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
2023
Q1 		– Sell
-1,398,078
Closed -$187M – 21
2022
Q4 		$187M Buy
+1,398,078
New +$177M 39.63% 1

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

HoldCo Asset Management's JPM Position: Q1 2023 in Review

HoldCo Asset Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 1,398,078 shares — an estimated $187M sold.

HoldCo Asset Management first reported a position in JPM in Q4 2022 and held it in 1 quarter. The position peaked at $187M in Q4 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • HoldCo Asset Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • HoldCo Asset Management sold 1,398,078 JPMorgan Chase shares in Q1 2023, an estimated $187M.
  • HoldCo Asset Management first reported a position in JPMorgan Chase in Q4 2022 and held it in 1 quarter.
  • HoldCo Asset Management's JPMorgan Chase position peaked at $187M in Q4 2022.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on HoldCo Asset Management's 13F filing for Q1 2023, filed 12 May 2023.