Members Capital Advisors Inc’s JPMorgan Chase JPM Stock Holding History

Members Capital Advisors Inc’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
2023 Q4	–	Sell	-8,940	Closed	-$1.3M	–	44
2023 Q3	$1.3M	Hold	8,940	–	–	1.61%	22
2023 Q2	$1.3M	Sell	8,940 -2,941	-25%	-$405K	1.33%	31
2023 Q1	$1.55M	Hold	11,881	–	–	1.12%	43
2022 Q4	$1.59M	Hold	11,881	–	–	1.15%	42
2022 Q3	$1.24M	Hold	11,881	–	–	0.98%	50
2022 Q2	$1.34M	Hold	11,881	–	–	0.97%	52
2022 Q1	$1.62M	Hold	11,881	–	–	1.04%	48
2021 Q4	$1.88M	Hold	11,881	–	–	0.97%	38
2021 Q3	$1.95M	Buy	11,881 +1,842	+18%	+$289K	1.06%	24
2021 Q2	$1.56M	Buy	+10,039	New	+$1.58M	0.97%	39
2020 Q4	–	Sell	-15,000	Closed	-$1.44M	–	52
2020 Q3	$1.44M	Buy	+15,000	New	+$1.47M	1.36%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Members Capital Advisors Inc's JPM Position: Q4 2023 in Review

Members Capital Advisors Inc sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 8,940 shares — an estimated $1.3M sold.

Members Capital Advisors Inc first reported a position in JPM in Q3 2020 and held it in 11 quarters. The position peaked at $1.95M in Q3 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Members Capital Advisors Inc reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Members Capital Advisors Inc sold 8,940 JPMorgan Chase shares in Q4 2023, an estimated $1.3M.
Members Capital Advisors Inc first reported a position in JPMorgan Chase in Q3 2020 and held it in 11 quarters.
Members Capital Advisors Inc's JPMorgan Chase position peaked at $1.95M in Q3 2021.
3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Members Capital Advisors Inc's 13F filing for Q4 2023, filed 2 Feb 2024.