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Kingfisher Capital’s JPMorgan Chase JPM Stock Holding History

Kingfisher Capital’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
Q3 		$1.3M Buy
6,161
+156
+3% +$32.9K 0.3% 85
2024
Q2 		$1.21M Buy
6,005
+29
+0.5% +$5.67K 0.28% 86
2024
Q1 		$1.2M Buy
5,976
+40
+0.7% +$7.22K 0.29% 85
2023
Q4 		$1.01M Buy
5,936
+36
+0.6% +$5.46K 0.26% 90
2023
Q3 		$856K Buy
5,900
+29
+0.5% +$4.35K 0.23% 96
2023
Q2 		$854K Buy
5,871
+416
+8% +$57.2K 0.22% 96
2023
Q1 		$711K Buy
5,455
+33
+0.6% +$4.52K 0.19% 106
2022
Q4 		$727K Sell
5,422
-179
-3% -$22.7K 0.19% 109
2022
Q3 		$585K Buy
+5,601
New +$643K 0.16% 119
2022
Q2 		– Sell
-2,023
Closed -$276K – 177
2022
Q1 		$276K Buy
2,023
+203
+11% +$30K 0.07% 159
2021
Q4 		$288K Buy
1,820
+2
+0.1% +$328 0.07% 163
2021
Q3 		$297K Buy
1,818
+202
+13% +$31.7K 0.08% 155
2021
Q2 		$251K Buy
1,616
+4
+0.2% +$628 0.06% 165
2021
Q1 		$245K Buy
+1,612
New +$232K 0.07% 170
2018
Q3 		– Sell
-2,676
Closed -$279K – 142
2018
Q2 		$279K Buy
+2,676
New +$294K 0.18% 114
2016
Q2 		– Sell
-21,917
Closed -$1.3M – 127
2016
Q1 		$1.3M Sell
21,917
-57
-0.3% -$3.33K 0.81% 59
2015
Q4 		$1.45M Buy
21,974
+992
+5% +$64.6K 0.86% 47
2015
Q3 		$1.28M Buy
20,982
+65
+0.3% +$4.26K 0.81% 54
2015
Q2 		$1.42M Sell
20,917
-1,044
-5% -$68.2K 0.82% 54
2015
Q1 		$1.33M Buy
21,961
+182
+0.8% +$10.8K 0.69% 67
2014
Q4 		$1.36M Buy
21,779
+663
+3% +$39.9K 0.7% 70
2014
Q3 		$1.27M Sell
21,116
-135
-0.6% -$7.89K 0.68% 68
2014
Q2 		$1.22M Sell
21,251
-1,974
-8% -$111K 0.64% 74
2014
Q1 		$1.41M Sell
23,225
-74
-0.3% -$4.28K 0.74% 55
2013
Q4 		$1.36M Buy
23,299
+343
+1% +$18.8K 0.73% 56
2013
Q3 		$1.19M Sell
22,956
-760
-3% -$40.8K 0.61% 69
2013
Q2 		$1.25M Buy
+23,716
New +$1.21M 0.69% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kingfisher Capital's JPM Position: Q3 2024 in Review

Kingfisher Capital increased its JPMorgan Chase (JPM) stake by 2.6% in Q3 2024, buying an estimated $32.9K and bringing the position to 6,161 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #85.

Kingfisher Capital first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.45M in Q4 2015. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Kingfisher Capital held 6,161 shares of JPMorgan Chase worth $1.3M as of Q3 2024.
  • Kingfisher Capital bought 156 JPMorgan Chase shares in Q3 2024, an estimated $32.9K.
  • JPMorgan Chase made up 0.3% of Kingfisher Capital's portfolio in Q3 2024, its #85 holding.
  • Kingfisher Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • Kingfisher Capital's JPMorgan Chase position peaked at $1.45M in Q4 2015.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.