Intersect Capital’s JPMorgan Chase JPM Stock Holding History

Intersect Capital’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	$3.64M	Sell	32,301 -7,445	-19%	-$922K	1.1%	14
2022 Q1	$5.42M	Sell	39,746 -1,080	-3%	-$159K	1.04%	13
2021 Q4	$6.46M	Sell	40,826 -14,807	-27%	-$2.43M	1.19%	12
2021 Q3	$9.11M	Buy	55,633 +62	+0.1%	+$9.72K	1.56%	11
2021 Q2	$8.64M	Buy	55,571 +2,283	+4%	+$359K	1.53%	11
2021 Q1	$8.11M	Buy	53,288 +711	+1%	+$102K	1.64%	9
2020 Q4	$6.68M	Buy	52,577 +1,967	+4%	+$220K	1.47%	11
2020 Q3	$4.87M	Buy	50,610 +2,944	+6%	+$289K	1.31%	14
2020 Q2	$4.48M	Buy	47,666 +3,578	+8%	+$339K	1.45%	14
2020 Q1	$3.97M	Sell	44,088 -1,105	-2%	-$134K	1.58%	15
2019 Q4	$6.3M	Buy	45,193 +1,562	+4%	+$200K	2.11%	10
2019 Q3	$5.13M	Buy	43,631 +224	+0.5%	+$25.3K	1.92%	9
2019 Q2	$4.85M	Buy	43,407 +4,448	+11%	+$490K	1.88%	10
2019 Q1	$3.94M	Sell	38,959 -418	-1%	-$43.1K	1.66%	14
2018 Q4	$3.84M	Buy	39,377 +678	+2%	+$72.2K	1.84%	13
2018 Q3	$4.37M	Buy	38,699 +3,822	+11%	+$434K	1.91%	11
2018 Q2	$3.63M	Buy	34,877 +8,464	+32%	+$928K	1.75%	13
2018 Q1	$2.9M	Buy	26,413 +1,198	+5%	+$136K	1.54%	16
2017 Q4	$2.7M	Sell	25,215 -665	-3%	-$67.3K	1.45%	22
2017 Q3	$2.47M	Sell	25,880 -251	-1%	-$23.1K	1.4%	23
2017 Q2	$2.39M	Buy	26,131 +12,935	+98%	+$1.12M	1.43%	20
2017 Q1	$1.16M	Buy	13,196 +8,489	+180%	+$749K	1.01%	28
2016 Q4	$406K	Sell	4,707 -127	-3%	-$9.68K	0.3%	66
2016 Q3	$322K	Sell	4,834 -2,455	-34%	-$160K	0.25%	77
2016 Q2	$453K	Buy	7,289 +742	+11%	+$46.3K	0.27%	68
2016 Q1	$388K	Buy	6,547 +2,886	+79%	+$169K	0.24%	77
2015 Q4	$242K	Sell	3,661 -8	-0.2%	-$521	0.21%	83
2015 Q3	$224K	Sell	3,669 -349	-9%	-$22.9K	0.21%	82
2015 Q2	$272K	Sell	4,018 -78	-2%	-$5.09K	0.23%	78
2015 Q1	$259K	Sell	4,096 -59	-1%	-$3.49K	0.2%	76
2014 Q4	$260K	Buy	+4,155	New	+$250K	0.22%	73

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

Intersect Capital's JPM Position: Q2 2022 in Review

Intersect Capital reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2022, selling an estimated $922K and leaving 32,301 shares worth $3.64M. The position accounts for 1.1% of the portfolio, ranked #14.

Intersect Capital first reported a position in JPM in Q4 2014 and has held it in 31 quarters since. The position peaked at $9.11M in Q3 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Intersect Capital held 32,301 shares of JPMorgan Chase worth $3.64M as of Q2 2022.
Intersect Capital sold 7,445 JPMorgan Chase shares in Q2 2022, an estimated $922K.
JPMorgan Chase made up 1.1% of Intersect Capital's portfolio in Q2 2022, its #14 holding.
Intersect Capital first reported a position in JPMorgan Chase in Q4 2014 and has held it in 31 quarters since.
Intersect Capital's JPMorgan Chase position peaked at $9.11M in Q3 2021.
3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.