Kamunting Street Capital Management’s JPMorgan Chase JPM Stock Holding History

Kamunting Street Capital Management’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 Q2	–	Sell	-10,000	Closed	-$1.3M	–	44
2023 Q1	$1.3M	Buy	+10,000	New	+$1.37M	1.66%	14
2020 Q3	–	Sell	-44,800	Closed	-$4.21M	–	53
2020 Q2	$4.21M	Buy	+44,800	New	+$4.25M	4.82%	8
2019 Q3	–	Sell	-15,000	Closed	-$1.68M	–	52
2019 Q2	$1.68M	Sell	15,000 -5,000	-25%	-$551K	1.64%	12
2019 Q1	$2.02M	Buy	20,000 +1	+0%	+$103	2.44%	9
2018 Q4	$1.95M	Buy	+19,999	New	+$2.13M	1.79%	11

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Kamunting Street Capital Management's JPM Position: Q2 2023 in Review

Kamunting Street Capital Management sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 10,000 shares — an estimated $1.3M sold.

Kamunting Street Capital Management first reported a position in JPM in Q4 2018 and held it in 5 quarters. The position peaked at $4.21M in Q2 2020. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Kamunting Street Capital Management reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
Kamunting Street Capital Management sold 10,000 JPMorgan Chase shares in Q2 2023, an estimated $1.3M.
Kamunting Street Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 5 quarters.
Kamunting Street Capital Management's JPMorgan Chase position peaked at $4.21M in Q2 2020.
3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Kamunting Street Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.