Petrus Trust Company’s JPMorgan Chase JPM Stock Holding History

Petrus Trust Company’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	-3,266	Closed	-$341K	–	513
2022 Q3	$341K	Buy	3,266 +1,044	+47%	+$120K	0.05%	60
2022 Q2	$250K	Buy	+2,222	New	+$275K	0.04%	52
2022 Q1	–	Sell	-1,650	Closed	-$261K	–	116
2021 Q4	$261K	Buy	+1,650	New	+$271K	0.03%	58

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

Petrus Trust Company's JPM Position: Q4 2022 in Review

Petrus Trust Company sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 3,266 shares — an estimated $341K sold.

Petrus Trust Company first reported a position in JPM in Q4 2021 and held it in 3 quarters. The position peaked at $341K in Q3 2022. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Petrus Trust Company reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Petrus Trust Company sold 3,266 JPMorgan Chase shares in Q4 2022, an estimated $341K.
Petrus Trust Company first reported a position in JPMorgan Chase in Q4 2021 and held it in 3 quarters.
Petrus Trust Company's JPMorgan Chase position peaked at $341K in Q3 2022.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Petrus Trust Company's 13F filing for Q4 2022, filed 14 Feb 2023.