McKinley Capital Management’s JPMorgan Chase JPM Stock Holding History

McKinley Capital Management’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 Q2	$6.15M	Sell	30,400 -8,830	-23%	-$1.73M	1.08%	27
2024 Q1	$7.86M	Sell	39,230 -3,290	-8%	-$594K	0.94%	31
2023 Q4	$7.23M	Hold	42,520	–	–	0.93%	32
2023 Q3	$6.17M	Sell	42,520 -3,600	-8%	-$540K	0.87%	36
2023 Q2	$6.71M	Sell	46,120 -1,550	-3%	-$213K	0.9%	31
2023 Q1	$6.21M	Hold	47,670	–	–	0.82%	38
2022 Q4	$6.39M	Hold	47,670	–	–	0.86%	37
2022 Q3	$4.98M	Hold	47,670	–	–	0.68%	47
2022 Q2	$5.37M	Hold	47,670	–	–	0.7%	46
2022 Q1	$6.5M	Hold	47,670	–	–	0.65%	52
2021 Q4	$7.55M	Hold	47,670	–	–	0.67%	46
2021 Q3	$7.8M	Sell	47,670 -76,690	-62%	-$12M	0.73%	37
2021 Q2	$19.3M	Sell	124,360 -9,370	-7%	-$1.47M	1.35%	16
2021 Q1	$20.4M	Sell	133,730 -9,590	-7%	-$1.38M	1.53%	16
2020 Q4	$18.2M	Buy	143,320 +9,320	+7%	+$1.04M	1.3%	23
2020 Q3	$12.9M	Sell	134,000 -72,875	-35%	-$7.16M	1%	30
2020 Q2	$19.5M	Sell	206,875 -21,286	-9%	-$2.02M	1.33%	22
2020 Q1	$20.5M	Buy	228,161 +9,220	+4%	+$1.12M	1.65%	15
2019 Q4	$30.5M	Sell	218,941 -11,726	-5%	-$1.5M	1.99%	9
2019 Q3	$27.1M	Buy	230,667 +187,057	+429%	+$21.2M	2.03%	13
2019 Q2	$4.88M	Buy	+43,610	New	+$4.81M	0.31%	82
2017 Q3	–	Sell	-55,977	Closed	-$5.12M	–	409
2017 Q2	$5.12M	Sell	55,977 -5,217	-9%	-$450K	0.19%	83
2017 Q1	$5.38M	Sell	61,194 -26,985	-31%	-$2.38M	0.2%	81
2016 Q4	$7.61M	Buy	+88,179	New	+$6.72M	0.3%	78
2014 Q4	–	Sell	-269	Closed	-$16K	–	342
2014 Q3	$16K	Hold	269	–	–	﹤0.01%	311
2014 Q2	$15K	Sell	269 -320,303	-100%	-$18M	﹤0.01%	338
2014 Q1	$19.5M	Sell	320,572 -25,655	-7%	-$1.48M	0.82%	39
2013 Q4	$20.2M	Sell	346,227 -266,544	-43%	-$14.6M	0.79%	37
2013 Q3	$31.7M	Sell	612,771 -4,711	-0.8%	-$253K	1.39%	23
2013 Q2	$32.6M	Buy	+617,482	New	+$31.4M	1.64%	14

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

McKinley Capital Management's JPM Position: Q2 2024 in Review

McKinley Capital Management reduced its JPMorgan Chase (JPM) stake by 23% in Q2 2024, selling an estimated $1.73M and leaving 30,400 shares worth $6.15M. The position accounts for 1.08% of the portfolio, ranked #27.

McKinley Capital Management first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $32.6M in Q2 2013. 4,175 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

McKinley Capital Management held 30,400 shares of JPMorgan Chase worth $6.15M as of Q2 2024.
McKinley Capital Management sold 8,830 JPMorgan Chase shares in Q2 2024, an estimated $1.73M.
JPMorgan Chase made up 1.08% of McKinley Capital Management's portfolio in Q2 2024, its #27 holding.
McKinley Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
McKinley Capital Management's JPMorgan Chase position peaked at $32.6M in Q2 2013.
4,175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on McKinley Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.