Prana Capital Management’s JPMorgan Chase JPM Stock Holding History

Prana 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
2022 Q4	–	Sell	-28,523	Closed	-$2.98M	–	107
2022 Q3	$2.98M	Buy	+28,523	New	+$3.27M	0.2%	61
2022 Q2	–	Sell	-499,824	Closed	-$68.1M	–	97
2022 Q1	$68.1M	Buy	+499,824	New	+$73.8M	5.42%	3
2021 Q3	–	Sell	-326,619	Closed	-$50.8M	–	81
2021 Q2	$50.8M	Buy	+326,619	New	+$51.3M	3.46%	8
2020 Q4	–	Sell	-83,110	Closed	-$8M	–	74
2020 Q3	$8M	Sell	83,110 -57,765	-41%	-$5.67M	1.39%	24
2020 Q2	$13.3M	Buy	+140,875	New	+$13.4M	1.8%	19
2019 Q2	–	Sell	-138,435	Closed	-$13.9M	–	63
2019 Q1	$13.9M	Buy	+138,435	New	+$14.3M	2.14%	22

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

Prana Capital Management's JPM Position: Q4 2022 in Review

Prana Capital Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 28,523 shares — an estimated $2.98M sold.

Prana Capital Management first reported a position in JPM in Q1 2019 and held it in 6 quarters. The position peaked at $68.1M in Q1 2022. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Prana Capital Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Prana Capital Management sold 28,523 JPMorgan Chase shares in Q4 2022, an estimated $2.98M.
Prana Capital Management first reported a position in JPMorgan Chase in Q1 2019 and held it in 6 quarters.
Prana Capital Management's JPMorgan Chase position peaked at $68.1M in Q1 2022.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

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