Kenfarb & Co’s JPMorgan Chase JPM Stock Holding History

Kenfarb & Co’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 Q3	$517K	Hold	3,562	–	–	0.47%	60
2023 Q2	$518K	Sell	3,562 -30	-0.8%	-$4.13K	0.45%	63
2023 Q1	$468K	Hold	3,592	–	–	0.42%	63
2022 Q4	$482K	Sell	3,592 -1,000	-22%	-$127K	0.43%	62
2022 Q3	$480K	Hold	4,592	–	–	0.46%	61
2022 Q2	$626K	Hold	4,592	–	–	0.5%	56
2022 Q1	$626K	Buy	4,592 +2,910	+173%	+$430K	0.5%	56
2021 Q4	$266K	Buy	+1,682	New	+$276K	0.19%	97

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Kenfarb & Co's JPM Position: Q3 2023 in Review

Kenfarb & Co held its JPMorgan Chase (JPM) position steady in Q3 2023 at 3,562 shares worth $517K. The position accounts for 0.47% of the portfolio, ranked #60.

Kenfarb & Co first reported a position in JPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $626K in Q2 2022. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

Kenfarb & Co held 3,562 shares of JPMorgan Chase worth $517K as of Q3 2023.
Kenfarb & Co left its JPMorgan Chase share count unchanged in Q3 2023.
JPMorgan Chase made up 0.47% of Kenfarb & Co's portfolio in Q3 2023, its #60 holding.
Kenfarb & Co first reported a position in JPMorgan Chase in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's JPMorgan Chase position peaked at $626K in Q2 2022.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.