HYA Advisors’s JPMorgan Chase JPM Stock Holding History

HYA Advisors’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	$695K	Sell	6,171 -839	-12%	-$104K	0.27%	57
2022 Q1	$956K	Buy	7,010 +2,296	+49%	+$339K	0.33%	53
2021 Q4	$746K	Sell	4,714 -197	-4%	-$32.4K	0.27%	59
2021 Q3	$818K	Buy	4,911 +8	+0.2%	+$1.25K	0.33%	51
2021 Q2	$763K	Sell	4,903 -191	-4%	-$30K	0.32%	50
2021 Q1	$776K	Buy	5,094 +567	+13%	+$81.6K	0.37%	47
2020 Q4	$575K	Buy	4,527 +14	+0.3%	+$1.56K	0.31%	58
2020 Q3	$435K	Buy	4,513 +1,410	+45%	+$138K	0.26%	67
2020 Q2	$292K	Buy	+3,103	New	+$294K	0.19%	94
2020 Q1	–	Sell	-1,925	Closed	-$268K	–	107
2019 Q4	$268K	Buy	+1,925	New	+$247K	0.17%	91

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

HYA Advisors's JPM Position: Q2 2022 in Review

HYA Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q2 2022, selling an estimated $104K and leaving 6,171 shares worth $695K. The position accounts for 0.27% of the portfolio, ranked #57.

HYA Advisors first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $956K in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

HYA Advisors held 6,171 shares of JPMorgan Chase worth $695K as of Q2 2022.
HYA Advisors sold 839 JPMorgan Chase shares in Q2 2022, an estimated $104K.
JPMorgan Chase made up 0.27% of HYA Advisors's portfolio in Q2 2022, its #57 holding.
HYA Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
HYA Advisors's JPMorgan Chase position peaked at $956K in Q1 2022.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.