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HT Partners’s JPMorgan Chase JPM Stock Holding History

HT Partners’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
-1,459
Closed -$231K – 52
2021
Q4 		$231K Buy
1,459
+41
+3% +$6.73K 0.07% 48
2021
Q3 		$232K Buy
1,418
+21
+2% +$3.29K 0.07% 46
2021
Q2 		$217K Hold
1,397
– – 0.07% 48
2021
Q1 		$213K Buy
+1,397
New +$201K 0.07% 45

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HT Partners's JPM Position: Q1 2022 in Review

HT Partners sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,459 shares — an estimated $231K sold.

HT Partners first reported a position in JPM in Q1 2021 and held it in 4 quarters. The position peaked at $232K in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • HT Partners reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • HT Partners sold 1,459 JPMorgan Chase shares in Q1 2022, an estimated $231K.
  • HT Partners first reported a position in JPMorgan Chase in Q1 2021 and held it in 4 quarters.
  • HT Partners's JPMorgan Chase position peaked at $232K in Q3 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on HT Partners's 13F filing for Q1 2022, filed 12 Apr 2022.