Knowledge Leaders Capital’s JPMorgan Chase JPM Stock Holding History

Knowledge Leaders 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
2022 Q1	–	Sell	-5,285	Closed	-$837K	–	122
2021 Q4	$837K	Sell	5,285 -975	-16%	-$160K	0.61%	76
2021 Q3	$1.02M	Hold	6,260	–	–	0.83%	43
2021 Q2	$974K	Buy	+6,260	New	+$983K	0.65%	66

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Knowledge Leaders Capital's JPM Position: Q1 2022 in Review

Knowledge Leaders Capital sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 5,285 shares — an estimated $837K sold.

Knowledge Leaders Capital first reported a position in JPM in Q2 2021 and held it in 3 quarters. The position peaked at $1.02M in Q3 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Knowledge Leaders Capital reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Knowledge Leaders Capital sold 5,285 JPMorgan Chase shares in Q1 2022, an estimated $837K.
Knowledge Leaders Capital first reported a position in JPMorgan Chase in Q2 2021 and held it in 3 quarters.
Knowledge Leaders Capital's JPMorgan Chase position peaked at $1.02M in Q3 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Knowledge Leaders Capital's 13F filing for Q1 2022, filed 3 May 2022.