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KLK Capital Management’s JPMorgan Chase JPM Stock Holding History

KLK 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
2023
Q3 		$858K Sell
5,917
-178
-3% -$26.7K 1.15% 27
2023
Q2 		$887K Sell
6,095
-322
-5% -$44.3K 1.09% 26
2023
Q1 		$836K Buy
6,417
+67
+1% +$9.18K 1.06% 26
2022
Q4 		$852K Buy
6,350
+205
+3% +$26K 1.14% 25
2022
Q3 		$642K Buy
+6,145
New +$705K 0.83% 35
2022
Q1 		$861K Buy
+6,315
New +$932K 0.86% 35

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

KLK Capital Management's JPM Position: Q3 2023 in Review

KLK Capital Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q3 2023, selling an estimated $26.7K and leaving 5,917 shares worth $858K. The position accounts for 1.15% of the portfolio, ranked #27.

KLK Capital Management first reported a position in JPM in Q1 2022 and has held it in 6 quarters since. The position peaked at $887K in Q2 2023. 3,702 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • KLK Capital Management held 5,917 shares of JPMorgan Chase worth $858K as of Q3 2023.
  • KLK Capital Management sold 178 JPMorgan Chase shares in Q3 2023, an estimated $26.7K.
  • JPMorgan Chase made up 1.15% of KLK Capital Management's portfolio in Q3 2023, its #27 holding.
  • KLK Capital Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 6 quarters since.
  • KLK Capital Management's JPMorgan Chase position peaked at $887K in Q2 2023.
  • 3,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on KLK Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.