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HPC Germany & Co KG’s JPMorgan Chase JPM Stock Holding History

HPC Germany & Co KG’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
Q3 		– Sell
-18,600
Closed -$2.71M – 9
2023
Q2 		$2.71M Hold
18,600
– – 3.38% 9
2023
Q1 		$2.42M Hold
18,600
– – 3.05% 10
2022
Q4 		$2.49M Hold
18,600
– – 3.89% 9
2022
Q3 		$1.94M Hold
18,600
– – 3.2% 10
2022
Q2 		$2.1M Sell
18,600
-19,524
-51% -$2.42M 3.14% 9
2022
Q1 		$5.2M Buy
+38,124
New +$5.63M 3.42% 9

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

HPC Germany & Co KG's JPM Position: Q3 2023 in Review

HPC Germany & Co KG sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 18,600 shares — an estimated $2.71M sold.

HPC Germany & Co KG first reported a position in JPM in Q1 2022 and held it in 6 quarters. The position peaked at $5.2M in Q1 2022. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • HPC Germany & Co KG reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • HPC Germany & Co KG sold 18,600 JPMorgan Chase shares in Q3 2023, an estimated $2.71M.
  • HPC Germany & Co KG first reported a position in JPMorgan Chase in Q1 2022 and held it in 6 quarters.
  • HPC Germany & Co KG's JPMorgan Chase position peaked at $5.2M in Q1 2022.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on HPC Germany & Co KG's 13F filing for Q3 2023, filed 14 Nov 2023.