Naman Capital’s JPMorgan Chase JPM Stock Holding History

Naman Capital’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 Q4	–	Sell	-50,000	Closed	-$5.22M	–	14
2022 Q3	$5.22M	Hold	50,000	–	–	3.64%	10
2022 Q2	$5.63M	Hold	50,000	–	–	4.02%	9
2022 Q1	$5.97M	Hold	50,000	–	–	3.89%	9
2021 Q4	$7.92M	Hold	50,000	–	–	4.64%	10
2021 Q3	$8.19M	Hold	50,000	–	–	5.04%	10
2021 Q2	$7.78M	Hold	50,000	–	–	4.05%	11
2021 Q1	$7.61M	Sell	50,000 -25,000	-33%	-$3.6M	4.19%	11
2020 Q4	$9.53M	Hold	75,000	–	–	6.61%	8
2020 Q3	$7.22M	Hold	75,000	–	–	5.59%	10
2020 Q2	$7.25M	Hold	75,000	–	–	5.91%	8
2020 Q1	$6.75M	Buy	+75,000	New	+$9.11M	6.89%	9

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Naman Capital's JPM Position: Q4 2022 in Review

Naman Capital sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 50,000 shares — an estimated $5.22M sold.

Naman Capital first reported a position in JPM in Q1 2020 and held it in 11 quarters. The position peaked at $9.53M in Q4 2020. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Naman Capital reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Naman Capital sold 50,000 JPMorgan Chase shares in Q4 2022, an estimated $5.22M.
Naman Capital first reported a position in JPMorgan Chase in Q1 2020 and held it in 11 quarters.
Naman Capital's JPMorgan Chase position peaked at $9.53M in Q4 2020.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Naman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.