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Karn Couzens & Associates’s JPMorgan Chase JPM Stock Holding History

Karn Couzens & Associates’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 		$353K Hold
2,586
– – 0.22% 62
2021
Q4 		$409K Hold
2,586
– – 0.28% 49
2021
Q3 		$423K Hold
2,586
– – 0.32% 41
2021
Q2 		$402K Hold
2,586
– – 0.31% 44
2021
Q1 		$394K Hold
2,586
– – 0.35% 40
2020
Q4 		$329K Buy
+2,586
New +$289K 0.31% 44

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

Karn Couzens & Associates's JPM Position: Q1 2022 in Review

Karn Couzens & Associates held its JPMorgan Chase (JPM) position steady in Q1 2022 at 2,586 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #62.

Karn Couzens & Associates first reported a position in JPM in Q4 2020 and has held it in 6 quarters since. The position peaked at $423K in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Karn Couzens & Associates held 2,586 shares of JPMorgan Chase worth $353K as of Q1 2022.
  • Karn Couzens & Associates left its JPMorgan Chase share count unchanged in Q1 2022.
  • JPMorgan Chase made up 0.22% of Karn Couzens & Associates's portfolio in Q1 2022, its #62 holding.
  • Karn Couzens & Associates first reported a position in JPMorgan Chase in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's JPMorgan Chase position peaked at $423K in Q3 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.