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Palisades Hudson Asset Management’s JPMorgan Chase JPM Stock Holding History

Palisades Hudson Asset 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
2022
Q2 		– Sell
-1,821
Closed -$248K – 107
2022
Q1 		$248K Sell
1,821
-975
-35% -$144K 0.12% 100
2021
Q4 		$442K Buy
2,796
+52
+2% +$8.54K 0.19% 66
2021
Q3 		$449K Buy
2,744
+867
+46% +$136K 0.21% 58
2021
Q2 		$292K Hold
1,877
– – 0.13% 89
2021
Q1 		$286K Buy
1,877
+166
+10% +$23.9K 0.14% 83
2020
Q4 		$217K Buy
+1,711
New +$191K 0.11% 99
2020
Q1 		– Sell
-2,144
Closed -$299K – 97
2019
Q4 		$299K Buy
2,144
+69
+3% +$8.85K 0.19% 76
2019
Q3 		$244K Hold
2,075
– – 0.17% 82
2019
Q2 		$232K Hold
2,075
– – 0.16% 85
2019
Q1 		$210K Sell
2,075
-1,711
-45% -$176K 0.14% 94
2018
Q4 		$370K Hold
3,786
– – 0.22% 61
2018
Q3 		$427K Sell
3,786
-246
-6% -$27.9K 0.22% 54
2018
Q2 		$420K Buy
4,032
+278
+7% +$30.5K 0.23% 55
2018
Q1 		$413K Hold
3,754
– – 0.23% 54
2017
Q4 		$401K Sell
3,754
-653
-15% -$66.1K 0.22% 60
2017
Q3 		$421K Buy
4,407
+74
+2% +$6.82K 0.24% 51
2017
Q2 		$396K Hold
4,333
– – 0.23% 54
2017
Q1 		$381K Sell
4,333
-1,213
-22% -$107K 0.24% 49
2016
Q4 		$479K Buy
5,546
+401
+8% +$30.6K 0.29% 34
2016
Q3 		$343K Hold
5,145
– – 0.26% 50
2016
Q2 		$320K Sell
5,145
-250
-5% -$15.6K 0.26% 57
2016
Q1 		$319K Buy
5,395
+2,221
+70% +$130K 0.25% 61
2015
Q4 		$210K Buy
+3,174
New +$207K 0.18% 92
2015
Q3 		– Sell
-4,994
Closed -$338K – 89
2015
Q2 		$338K Buy
4,994
+1,675
+50% +$109K 0.29% 50
2015
Q1 		$201K Hold
3,319
– – 0.16% 90
2014
Q4 		$208K Buy
+3,319
New +$200K 0.16% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Palisades Hudson Asset Management's JPM Position: Q2 2022 in Review

Palisades Hudson Asset Management sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 1,821 shares — an estimated $248K sold.

Palisades Hudson Asset Management first reported a position in JPM in Q4 2014 and held it in 26 quarters. The position peaked at $479K in Q4 2016. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Palisades Hudson Asset Management reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 1,821 JPMorgan Chase shares in Q2 2022, an estimated $248K.
  • Palisades Hudson Asset Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 26 quarters.
  • Palisades Hudson Asset Management's JPMorgan Chase position peaked at $479K in Q4 2016.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Palisades Hudson Asset Management's 13F filing for Q2 2022, filed 10 Aug 2022.