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Palouse Capital Management’s JPMorgan Chase JPM Stock Holding History

Palouse 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 		– Sell
-250
Closed -$50.1K – 140
2024
Q1 		$50.1K Buy
+250
New +$45.1K 0.03% 114
2016
Q4 		– Sell
-104,093
Closed -$6.93M – 101
2016
Q3 		$6.93M Sell
104,093
-1,798
-2% -$117K 2.95% 5
2016
Q2 		$6.58M Sell
105,891
-3,488
-3% -$218K 2.67% 5
2016
Q1 		$6.48M Sell
109,379
-1,076
-1% -$62.8K 2.64% 6
2015
Q4 		$7.29M Sell
110,455
-3,782
-3% -$246K 2.84% 1
2015
Q3 		$6.96M Sell
114,237
-1,338
-1% -$87.6K 2.69% 2
2015
Q2 		$7.83M Sell
115,575
-6,642
-5% -$434K 2.76% 3
2015
Q1 		$7.4M Buy
122,217
+2,738
+2% +$162K 2.61% 4
2014
Q4 		$7.48M Sell
119,479
-90
-0.1% -$5.42K 2.64% 2
2014
Q3 		$7.2M Buy
119,569
+2,919
+3% +$171K 2.75% 4
2014
Q2 		$6.72M Buy
116,650
+17,370
+17% +$977K 2.48% 6
2014
Q1 		$6.03M Sell
99,280
-3,075
-3% -$178K 2.26% 9
2013
Q4 		$5.99M Sell
102,355
-1,185
-1% -$64.9K 2.29% 11
2013
Q3 		$5.35M Sell
103,540
-1,700
-2% -$91.2K 2.16% 11
2013
Q2 		$5.56M Buy
+105,240
New +$5.35M 2.36% 6

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Palouse Capital Management sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 250 shares — an estimated $50.1K sold.

Palouse Capital Management first reported a position in JPM in Q2 2013 and held it in 15 quarters. The position peaked at $7.83M in Q2 2015. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Palouse Capital Management reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
  • Palouse Capital Management sold 250 JPMorgan Chase shares in Q2 2024, an estimated $50.1K.
  • Palouse Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 15 quarters.
  • Palouse Capital Management's JPMorgan Chase position peaked at $7.83M in Q2 2015.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

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