JBJ Investment Partners’s JPMorgan Chase JPM Stock Holding History

JBJ Investment 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
2021 Q4	$2.28M	Sell	14,400 -3,438	-19%	-$565K	0.47%	15
2021 Q3	$2.92M	Hold	17,838	–	–	0.61%	14
2021 Q2	$2.77M	Sell	17,838 -1,899	-10%	-$298K	0.57%	15
2021 Q1	$3M	Sell	19,737 -2,368	-11%	-$341K	0.66%	15
2020 Q4	$2.81M	Sell	22,105 -204	-0.9%	-$22.8K	0.64%	14
2020 Q3	$2.15M	Buy	22,309 +2,166	+11%	+$213K	0.56%	17
2020 Q2	$1.9M	Buy	20,143 +8,869	+79%	+$841K	0.54%	20
2020 Q1	$1.01M	Sell	11,274 -7,050	-38%	-$857K	0.36%	22
2019 Q4	$2.55M	Buy	18,324 +357	+2%	+$45.8K	0.78%	13
2019 Q3	$2.12M	Buy	17,967 +2,518	+16%	+$285K	0.71%	13
2019 Q2	$1.73M	Buy	15,449 +2,373	+18%	+$262K	0.62%	13
2019 Q1	$1.32M	Buy	+13,076	New	+$1.35M	0.5%	16

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JBJ Investment Partners's JPM Position: Q4 2021 in Review

JBJ Investment Partners reduced its JPMorgan Chase (JPM) stake by 19% in Q4 2021, selling an estimated $565K and leaving 14,400 shares worth $2.28M. The position accounts for 0.47% of the portfolio, ranked #15.

JBJ Investment Partners first reported a position in JPM in Q1 2019 and has held it in 12 quarters since. The position peaked at $3M in Q1 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

JBJ Investment Partners held 14,400 shares of JPMorgan Chase worth $2.28M as of Q4 2021.
JBJ Investment Partners sold 3,438 JPMorgan Chase shares in Q4 2021, an estimated $565K.
JPMorgan Chase made up 0.47% of JBJ Investment Partners's portfolio in Q4 2021, its #15 holding.
JBJ Investment Partners first reported a position in JPMorgan Chase in Q1 2019 and has held it in 12 quarters since.
JBJ Investment Partners's JPMorgan Chase position peaked at $3M in Q1 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.