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Hotaling Investment Management’s JPMorgan Chase JPM Stock Holding History

Hotaling Investment 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
Q4 		$2.67M Buy
19,887
+12,463
+168% +$1.58M 1.21% 25
2022
Q3 		$776K Sell
7,424
-488
-6% -$56K 0.37% 73
2022
Q2 		$891K Buy
7,912
+459
+6% +$56.9K 0.39% 76
2022
Q1 		$1.02M Buy
7,453
+129
+2% +$19K 0.39% 76
2021
Q4 		$1.16M Buy
7,324
+615
+9% +$101K 0.4% 70
2021
Q3 		$1.1M Sell
6,709
-50
-0.7% -$7.84K 0.46% 65
2021
Q2 		$1.05M Buy
6,759
+38
+0.6% +$5.97K 0.43% 71
2021
Q1 		$1.02M Buy
6,721
+48
+0.7% +$6.91K 0.46% 66
2020
Q4 		$848K Buy
6,673
+245
+4% +$27.4K 0.4% 70
2020
Q3 		$619K Buy
6,428
+70
+1% +$6.87K 0.33% 68
2020
Q2 		$598K Buy
6,358
+2,251
+55% +$214K 0.35% 74
2020
Q1 		$370K Buy
4,107
+1,435
+54% +$174K 0.28% 75
2019
Q4 		$372K Hold
2,672
– – 0.21% 83
2019
Q3 		$314K Sell
2,672
-175
-6% -$19.8K 0.2% 84
2019
Q2 		$318K Sell
2,847
-353
-11% -$38.9K 0.2% 86
2019
Q1 		$324K Buy
3,200
+180
+6% +$18.5K 0.22% 87
2018
Q4 		$295K Buy
+3,020
New +$322K 0.24% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotaling Investment Management's JPM Position: Q4 2022 in Review

Hotaling Investment Management increased its JPMorgan Chase (JPM) stake by 168% in Q4 2022, buying an estimated $1.58M and bringing the position to 19,887 shares worth $2.67M. The position accounts for 1.21% of the portfolio, ranked #25.

Hotaling Investment Management first reported a position in JPM in Q4 2018 and has held it in 17 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Hotaling Investment Management held 19,887 shares of JPMorgan Chase worth $2.67M as of Q4 2022.
  • Hotaling Investment Management bought 12,463 JPMorgan Chase shares in Q4 2022, an estimated $1.58M.
  • JPMorgan Chase made up 1.21% of Hotaling Investment Management's portfolio in Q4 2022, its #25 holding.
  • Hotaling Investment Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 17 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.