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Jess S. Morgan & Co’s JPMorgan Chase JPM Stock Holding History

Jess S. Morgan & Co’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
Q1 		– Sell
-28,972
Closed -$4.59M – 45
2021
Q4 		$4.59M Buy
28,972
+255
+0.9% +$41.9K 2.82% 18
2021
Q3 		$4.7M Buy
28,717
+1,343
+5% +$211K 3.1% 8
2021
Q2 		$4.26M Sell
27,374
-328
-1% -$51.5K 2.8% 18
2021
Q1 		$4.22M Sell
27,702
-896
-3% -$129K 2.95% 10
2020
Q4 		$3.63M Buy
28,598
+1,927
+7% +$215K 2.89% 14
2020
Q3 		$2.57M Buy
26,671
+1,205
+5% +$118K 2.56% 25
2020
Q2 		$2.4M Buy
25,466
+722
+3% +$68.5K 2.6% 21
2020
Q1 		$2.23M Buy
24,744
+4,703
+23% +$571K 2.9% 23
2019
Q4 		$2.79M Buy
+20,041
New +$2.57M 2.74% 19

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jess S. Morgan & Co's JPM Position: Q1 2022 in Review

Jess S. Morgan & Co sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 28,972 shares — an estimated $4.59M sold.

Jess S. Morgan & Co first reported a position in JPM in Q4 2019 and held it in 9 quarters. The position peaked at $4.7M in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Jess S. Morgan & Co reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Jess S. Morgan & Co sold 28,972 JPMorgan Chase shares in Q1 2022, an estimated $4.59M.
  • Jess S. Morgan & Co first reported a position in JPMorgan Chase in Q4 2019 and held it in 9 quarters.
  • Jess S. Morgan & Co's JPMorgan Chase position peaked at $4.7M in Q3 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Jess S. Morgan & Co's 13F filing for Q1 2022, filed 16 May 2022.