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MD Financial Management’s JPMorgan Chase JPM Stock Holding History

MD Financial 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
2021
Q4 		$216K Buy
1,366
+292
+27% +$48K 0.01% 268
2021
Q3 		$176K Sell
1,074
-125
-10% -$19.6K ﹤0.01% 265
2021
Q2 		$186K Sell
1,199
-30,651
-96% -$4.81M 0.01% 261
2021
Q1 		$4.85M Buy
31,850
+30,628
+2,506% +$4.41M 0.14% 68
2020
Q4 		$155K Buy
+1,222
New +$137K ﹤0.01% 47

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MD Financial Management's JPM Position: Q4 2021 in Review

MD Financial Management increased its JPMorgan Chase (JPM) stake by 27% in Q4 2021, buying an estimated $48K and bringing the position to 1,366 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #268.

MD Financial Management first reported a position in JPM in Q4 2020 and has held it in 5 quarters since. The position peaked at $4.85M in Q1 2021. 3,590 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • MD Financial Management held 1,366 shares of JPMorgan Chase worth $216K as of Q4 2021.
  • MD Financial Management bought 292 JPMorgan Chase shares in Q4 2021, an estimated $48K.
  • JPMorgan Chase made up 0.01% of MD Financial Management's portfolio in Q4 2021, its #268 holding.
  • MD Financial Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's JPMorgan Chase position peaked at $4.85M in Q1 2021.
  • 3,590 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.