KCM
JPM icon

Karp Capital Management’s JPMorgan Chase JPM Stock Holding History

Karp 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
2022
Q4 		– Sell
-7,272
Closed -$760K – 66
2022
Q3 		$760K Sell
7,272
-26,270
-78% -$3.01M 0.16% 80
2022
Q2 		$3.78M Sell
33,542
-3,146
-9% -$390K 0.67% 57
2022
Q1 		$5M Sell
36,688
-8,019
-18% -$1.18M 0.73% 52
2021
Q4 		$7.08M Buy
44,707
+5,248
+13% +$862K 0.89% 43
2021
Q3 		$6.46M Buy
39,459
+1,857
+5% +$291K 0.91% 43
2021
Q2 		$5.85M Buy
37,602
+2,374
+7% +$373K 0.87% 40
2021
Q1 		$5.36M Buy
35,228
+2,794
+9% +$402K 0.97% 36
2020
Q4 		$4.12M Sell
32,434
-7
-0% -$782 0.85% 47
2020
Q3 		$3.12M Sell
32,441
-9,463
-23% -$929K 0.76% 46
2020
Q2 		$3.94M Buy
41,904
+2,315
+6% +$220K 1.09% 36
2020
Q1 		$3.56M Buy
39,589
+3,996
+11% +$485K 1.17% 35
2019
Q4 		$4.96M Buy
35,593
+606
+2% +$77.7K 1.31% 35
2019
Q3 		$4.12M Buy
34,987
+360
+1% +$40.7K 1.2% 38
2019
Q2 		$3.87M Buy
34,627
+1,317
+4% +$145K 1.23% 35
2019
Q1 		$3.37M Buy
33,310
+1,362
+4% +$140K 1.2% 33
2018
Q4 		$3.12M Buy
31,948
+5,357
+20% +$571K 1.49% 23
2018
Q3 		$3M Buy
26,591
+1,839
+7% +$209K 1.03% 39
2018
Q2 		$2.58M Buy
24,752
+884
+4% +$97K 1.01% 41
2018
Q1 		$2.63M Buy
23,868
+3,502
+17% +$397K 1.06% 39
2017
Q4 		$2.18M Buy
20,366
+662
+3% +$67K 0.92% 44
2017
Q3 		$1.88M Buy
19,704
+841
+4% +$77.6K 0.87% 48
2017
Q2 		$1.72M Buy
+18,863
New +$1.63M 0.85% 48
2015
Q1 		– Sell
-4,550
Closed -$285K – 369
2014
Q4 		$285K Buy
+4,550
New +$274K 0.21% 87

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Karp Capital Management's JPM Position: Q4 2022 in Review

Karp Capital Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 7,272 shares — an estimated $760K sold.

Karp Capital Management first reported a position in JPM in Q4 2014 and held it in 23 quarters. The position peaked at $7.08M in Q4 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Karp Capital Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 7,272 JPMorgan Chase shares in Q4 2022, an estimated $760K.
  • Karp Capital Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 23 quarters.
  • Karp Capital Management's JPMorgan Chase position peaked at $7.08M in Q4 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.