Horiko Capital Management’s JPMorgan Chase JPM Stock Holding History

Horiko 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 Q1	–	Sell	-1,600	Closed	-$253K	–	27
2021 Q4	$253K	Hold	1,600	–	–	0.09%	26
2021 Q3	$262K	Hold	1,600	–	–	0.1%	26
2021 Q2	$249K	Sell	1,600 -4,100	-72%	-$644K	0.09%	25
2021 Q1	$868K	Hold	5,700	–	–	0.39%	22
2020 Q4	$724K	Hold	5,700	–	–	0.37%	23
2020 Q3	$549K	Hold	5,700	–	–	0.32%	25
2020 Q2	$536K	Hold	5,700	–	–	0.36%	25
2020 Q1	$513K	Hold	5,700	–	–	0.45%	26
2019 Q4	$795K	Buy	5,700 +500	+10%	+$64.1K	0.54%	26
2019 Q3	$612K	Hold	5,200	–	–	0.46%	28
2019 Q2	$581K	Hold	5,200	–	–	0.44%	28
2019 Q1	$526K	Buy	+5,200	New	+$536K	0.43%	28

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horiko Capital Management's JPM Position: Q1 2022 in Review

Horiko Capital Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,600 shares — an estimated $253K sold.

Horiko Capital Management first reported a position in JPM in Q1 2019 and held it in 12 quarters. The position peaked at $868K in Q1 2021. 3,512 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Horiko Capital Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Horiko Capital Management sold 1,600 JPMorgan Chase shares in Q1 2022, an estimated $253K.
Horiko Capital Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 12 quarters.
Horiko Capital Management's JPMorgan Chase position peaked at $868K in Q1 2021.
3,512 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Horiko Capital Management's 13F filing for Q1 2022, filed 16 May 2022.