QCM Cayman’s JPMorgan Chase JPM Stock Holding History

QCM Cayman’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	-1,560	Closed	-$213K	–	67
2022 Q1	$213K	Buy	+1,560	New	+$230K	0.93%	58
2018 Q2	–	Sell	-3,957	Closed	-$435K	–	131
2018 Q1	$435K	Buy	+3,957	New	+$448K	1.13%	24
2017 Q3	–	Sell	-3,033	Closed	-$277K	–	197
2017 Q2	$277K	Buy	+3,033	New	+$262K	0.63%	75
2016 Q3	–	Sell	-3,900	Closed	-$242K	–	283
2016 Q2	$242K	Buy	+3,900	New	+$244K	0.11%	180

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

QCM Cayman's JPM Position: Q2 2022 in Review

QCM Cayman sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 1,560 shares — an estimated $213K sold.

QCM Cayman first reported a position in JPM in Q2 2016 and held it in 4 quarters. The position peaked at $435K in Q1 2018. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

QCM Cayman reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
QCM Cayman sold 1,560 JPMorgan Chase shares in Q2 2022, an estimated $213K.
QCM Cayman first reported a position in JPMorgan Chase in Q2 2016 and held it in 4 quarters.
QCM Cayman's JPMorgan Chase position peaked at $435K in Q1 2018.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on QCM Cayman's 13F filing for Q2 2022, filed 27 Jul 2022.