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InterOcean Capital Group’s JPMorgan Chase JPM Stock Holding History

InterOcean Capital Group’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
-1,500
Closed -$218 – 476
2023
Q2 		$218 Hold
1,500
– – ﹤0.01% 457
2023
Q1 		$195 Sell
1,500
-1,600
-52% -$219K ﹤0.01% 416
2022
Q4 		$416 Hold
3,100
– – ﹤0.01% 405
2022
Q3 		$324K Hold
3,100
– – 0.01% 299
2022
Q2 		$349K Buy
+3,100
New +$384K 0.01% 299

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

InterOcean Capital Group's JPM Position: Q1 2024 in Review

InterOcean Capital Group reduced its JPMorgan Chase (JPM) stake by 0.69% in Q1 2024, selling an estimated $655K and leaving 521,494 shares worth $104M. The position accounts for 2.49% of the portfolio, ranked #9.

InterOcean Capital Group first reported a position in JPM in Q4 2020 and has held it in 14 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • InterOcean Capital Group held 521,494 shares of JPMorgan Chase worth $104M as of Q1 2024.
  • InterOcean Capital Group sold 3,631 JPMorgan Chase shares in Q1 2024, an estimated $655K.
  • JPMorgan Chase made up 2.49% of InterOcean Capital Group's portfolio in Q1 2024, its #9 holding.
  • InterOcean Capital Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 14 quarters since.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.