Jeereddi Investments’s JPMorgan Chase JPM Stock Holding History

Jeereddi Investments’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	–	Sell	-2,313	Closed	-$379K	–	55
2021 Q3	$379K	Hold	2,313	–	–	0.34%	42
2021 Q2	$360K	Sell	2,313 -987	-30%	-$155K	0.3%	43
2021 Q1	$502K	Hold	3,300	–	–	0.36%	36
2020 Q4	$419K	Hold	3,300	–	–	0.34%	35
2020 Q3	$318K	Hold	3,300	–	–	0.3%	38
2020 Q2	$310K	Buy	+3,300	New	+$313K	0.33%	34

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

Jeereddi Investments's JPM Position: Q4 2021 in Review

Jeereddi Investments sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 2,313 shares — an estimated $379K sold.

Jeereddi Investments first reported a position in JPM in Q2 2020 and held it in 6 quarters. The position peaked at $502K in Q1 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Jeereddi Investments reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
Jeereddi Investments sold 2,313 JPMorgan Chase shares in Q4 2021, an estimated $379K.
Jeereddi Investments first reported a position in JPMorgan Chase in Q2 2020 and held it in 6 quarters.
Jeereddi Investments's JPMorgan Chase position peaked at $502K in Q1 2021.
3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Jeereddi Investments's 13F filing for Q4 2021, filed 14 Feb 2022.