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Mango Five Family’s JPMorgan Chase JPM Stock Holding History

Mango Five Family’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
2024
Q1 		$1.54M Sell
7,680
-1,445
-16% -$261K 0.51% 18
2023
Q4 		$1.55M Buy
+9,125
New +$1.38M 0.58% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mango Five Family's JPM Position: Q1 2024 in Review

Mango Five Family reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2024, selling an estimated $261K and leaving 7,680 shares worth $1.54M. The position accounts for 0.51% of the portfolio, ranked #18.

Mango Five Family first reported a position in JPM in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.55M in Q4 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Mango Five Family held 7,680 shares of JPMorgan Chase worth $1.54M as of Q1 2024.
  • Mango Five Family sold 1,445 JPMorgan Chase shares in Q1 2024, an estimated $261K.
  • JPMorgan Chase made up 0.51% of Mango Five Family's portfolio in Q1 2024, its #18 holding.
  • Mango Five Family first reported a position in JPMorgan Chase in Q4 2023 and has held it in 2 quarters since.
  • Mango Five Family's JPMorgan Chase position peaked at $1.55M in Q4 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Mango Five Family's 13F filing for Q1 2024, filed 16 May 2024.