Hutner Capital Management’s JPMorgan Chase JPM Stock Holding History

Hutner 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 Q2	–	Sell	-2,897	Closed	-$395K	–	44
2022 Q1	$395K	Sell	2,897 -542	-16%	-$80K	0.23%	40
2021 Q4	$545K	Hold	3,439	–	–	0.32%	41
2021 Q3	$563K	Sell	3,439 -523	-13%	-$82K	0.37%	39
2021 Q2	$616K	Sell	3,962 -295	-7%	-$46.3K	0.39%	38
2021 Q1	$648K	Hold	4,257	–	–	0.43%	35
2020 Q4	$541K	Sell	4,257 -7	-0.2%	-$782	0.38%	34
2020 Q3	$410K	Buy	+4,264	New	+$419K	0.3%	36
2020 Q2	–	Sell	-3,289	Closed	-$296K	–	41
2020 Q1	$296K	Sell	3,289 -1,180	-26%	-$143K	0.27%	38
2019 Q4	$623K	Sell	4,469 -105	-2%	-$13.5K	0.43%	34
2019 Q3	$538K	Buy	4,574 +775	+20%	+$87.7K	0.38%	34
2019 Q2	$425K	Buy	+3,799	New	+$419K	0.3%	34

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hutner Capital Management's JPM Position: Q2 2022 in Review

Hutner Capital Management sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 2,897 shares — an estimated $395K sold.

Hutner Capital Management first reported a position in JPM in Q2 2019 and held it in 11 quarters. The position peaked at $648K in Q1 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Hutner Capital Management reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
Hutner Capital Management sold 2,897 JPMorgan Chase shares in Q2 2022, an estimated $395K.
Hutner Capital Management first reported a position in JPMorgan Chase in Q2 2019 and held it in 11 quarters.
Hutner Capital Management's JPMorgan Chase position peaked at $648K in Q1 2021.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Hutner Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.