Kapitalo Investimentos’s JPMorgan Chase JPM Stock Holding History

Kapitalo Investimentos’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
2024 Q1	–	Sell	-391	Closed	-$66.5K	–	416
2023 Q4	$66.5K	Buy	391 +30	+8%	+$4.55K	0.01%	436
2023 Q3	$52.4K	Sell	361 -713	-66%	-$107K	0.01%	475
2023 Q2	$156K	Buy	+1,074	New	+$148K	0.03%	288
2021 Q4	–	Sell	-8,500	Closed	-$1.39M	–	42
2021 Q3	$1.39M	Buy	+8,500	New	+$1.33M	0.74%	23

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's JPM Position: Q1 2024 in Review

Kapitalo Investimentos sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 391 shares — an estimated $66.5K sold.

Kapitalo Investimentos first reported a position in JPM in Q3 2021 and held it in 4 quarters. The position peaked at $1.39M in Q3 2021. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Kapitalo Investimentos reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 391 JPMorgan Chase shares in Q1 2024, an estimated $66.5K.
Kapitalo Investimentos first reported a position in JPMorgan Chase in Q3 2021 and held it in 4 quarters.
Kapitalo Investimentos's JPMorgan Chase position peaked at $1.39M in Q3 2021.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.