La Financiere de L'Echiquier’s JPMorgan Chase JPM Stock Holding History

La Financiere de L'Echiquier’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 Q2	–	Sell	-28,700	Closed	-$3.91M	–	95
2022 Q1	$3.91M	Sell	28,700 -6,000	-17%	-$886K	0.16%	66
2021 Q4	$5.5M	Sell	34,700 -7,300	-17%	-$1.2M	0.19%	59
2021 Q3	$6.88M	Sell	42,000 -4,000	-9%	-$627K	0.23%	62
2021 Q2	$7.16M	Buy	46,000 +6,000	+15%	+$942K	0.27%	59
2021 Q1	$6.09M	Sell	40,000 -4,000	-9%	-$575K	0.25%	61
2020 Q4	$5.59M	Hold	44,000	–	–	0.27%	57
2020 Q3	$4.24M	Buy	44,000 +9,000	+26%	+$884K	0.29%	44
2020 Q2	$3.29M	Buy	35,000 +8,000	+30%	+$759K	0.26%	44
2020 Q1	$2.43M	Buy	27,000 +6,000	+29%	+$729K	0.29%	41
2019 Q4	$2.93M	Hold	21,000	–	–	0.35%	28
2019 Q3	$2.47M	Sell	21,000 -1,000	-5%	-$113K	0.3%	25
2019 Q2	$2.46M	Hold	22,000	–	–	0.36%	26
2019 Q1	$2.23M	Buy	22,000 +2,000	+10%	+$206K	0.37%	27
2018 Q4	$1.95M	Buy	+20,000	New	+$2.13M	0.38%	26

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

La Financiere de L'Echiquier's JPM Position: Q2 2022 in Review

La Financiere de L'Echiquier sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 28,700 shares — an estimated $3.91M sold.

La Financiere de L'Echiquier first reported a position in JPM in Q4 2018 and held it in 14 quarters. The position peaked at $7.16M in Q2 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

La Financiere de L'Echiquier reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
La Financiere de L'Echiquier sold 28,700 JPMorgan Chase shares in Q2 2022, an estimated $3.91M.
La Financiere de L'Echiquier first reported a position in JPMorgan Chase in Q4 2018 and held it in 14 quarters.
La Financiere de L'Echiquier's JPMorgan Chase position peaked at $7.16M in Q2 2021.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on La Financiere de L'Echiquier's 13F filing for Q2 2022, filed 5 Aug 2022.