Kula Investments’s JPMorgan Chase JPM Stock Holding History

Kula Investments’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 Q1	$1.22M	Buy	+9,381	New	+$1.29M	0.3%	74

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kula Investments's JPM Position: Q1 2023 in Review

Kula Investments opened a new position in JPMorgan Chase (JPM) in Q1 2023: 9,381 shares worth $1.22M. The stake represents 0.3% of the portfolio and ranks #74 among its holdings.

3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Kula Investments held 9,381 shares of JPMorgan Chase worth $1.22M as of Q1 2023.
JPMorgan Chase was a new Kula Investments position in Q1 2023.
JPMorgan Chase made up 0.3% of Kula Investments's portfolio in Q1 2023, its #74 holding.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.