Hyperion Partners’s JPMorgan Chase JPM Stock Holding History

Hyperion 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
2024 Q3	$1.32M	Sell	6,245 -92	-1%	-$19.4K	0.84%	18
2024 Q2	$1.28M	Buy	6,337 +64	+1%	+$12.5K	0.91%	18
2024 Q1	$1.26M	Sell	6,273 -262	-4%	-$47.3K	0.92%	17
2023 Q4	$1.11M	Sell	6,535 -1,381	-17%	-$209K	0.88%	16
2023 Q3	$1.15M	Sell	7,916 -17	-0.2%	-$2.55K	0.99%	16
2023 Q2	$1.15M	Buy	7,933 +1	+0%	+$138	0.97%	16
2023 Q1	$1.03M	Buy	7,932 +99	+1%	+$13.6K	0.93%	16
2022 Q4	$1.05M	Buy	+7,833	New	+$992K	1%	16

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hyperion Partners's JPM Position: Q3 2024 in Review

Hyperion Partners reduced its JPMorgan Chase (JPM) stake by 1.5% in Q3 2024, selling an estimated $19.4K and leaving 6,245 shares worth $1.32M. The position accounts for 0.84% of the portfolio, ranked #18.

Hyperion Partners first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Hyperion Partners held 6,245 shares of JPMorgan Chase worth $1.32M as of Q3 2024.
Hyperion Partners sold 92 JPMorgan Chase shares in Q3 2024, an estimated $19.4K.
JPMorgan Chase made up 0.84% of Hyperion Partners's portfolio in Q3 2024, its #18 holding.
Hyperion Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.