Karpus Investment Management’s JPMorgan Chase JPM Stock Holding History

Karpus Investment 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
2021 Q2	–	Sell	-1,709	Closed	-$260K	–	312
2021 Q1	$260K	Buy	+1,709	New	+$246K	0.01%	275
2019 Q4	–	Sell	-2,336	Closed	-$275K	–	191
2019 Q3	$275K	Buy	2,336 +227	+11%	+$25.7K	0.01%	177
2019 Q2	$236K	Hold	2,109	–	–	0.01%	179
2019 Q1	$222K	Hold	2,109	–	–	0.01%	196
2018 Q4	$206K	Hold	2,109	–	–	0.01%	201
2018 Q3	$238K	Hold	2,109	–	–	0.01%	175
2018 Q2	$224K	Buy	2,109 +67	+3%	+$7.35K	0.01%	167
2018 Q1	$225K	Hold	2,042	–	–	0.01%	162
2017 Q4	$218K	Buy	+2,042	New	+$207K	0.01%	142

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Karpus Investment Management's JPM Position: Q2 2021 in Review

Karpus Investment Management sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,709 shares — an estimated $260K sold.

Karpus Investment Management first reported a position in JPM in Q4 2017 and held it in 9 quarters. The position peaked at $275K in Q3 2019. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Karpus Investment Management reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
Karpus Investment Management sold 1,709 JPMorgan Chase shares in Q2 2021, an estimated $260K.
Karpus Investment Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 9 quarters.
Karpus Investment Management's JPMorgan Chase position peaked at $275K in Q3 2019.
3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Karpus Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.