Lloyd Park’s JPMorgan Chase JPM Stock Holding History

Lloyd Park’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	-3,630	Closed	-$495K	–	86
2022 Q1	$495K	Sell	3,630 -3,844	-51%	-$567K	0.55%	47
2021 Q4	$1.18M	Buy	+7,474	New	+$1.23M	0.66%	36

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lloyd Park's JPM Position: Q2 2022 in Review

Lloyd Park sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 3,630 shares — an estimated $495K sold.

Lloyd Park first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $1.18M in Q4 2021. 3,424 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Lloyd Park reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
Lloyd Park sold 3,630 JPMorgan Chase shares in Q2 2022, an estimated $495K.
Lloyd Park first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
Lloyd Park's JPMorgan Chase position peaked at $1.18M in Q4 2021.
3,424 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Lloyd Park's 13F filing for Q2 2022, filed 9 Aug 2022.