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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
2017
Q2 		– Sell
-49,000
Closed -$4.3M – 287
2017
Q1 		$4.3M Buy
+49,000
New +$4.32M 0.81% 29
2014
Q4 		– Sell
-5,900
Closed -$355K – 276
2014
Q3 		$355K Buy
+5,900
New +$345K 0.08% 100
2014
Q2 		– Sell
-10,700
Closed -$650K – 296
2014
Q1 		$650K Buy
10,700
+7,000
+189% +$405K 0.15% 86
2013
Q4 		$216K Sell
3,700
-2,300
-38% -$126K 0.07% 80
2013
Q3 		$310K Buy
+6,000
New +$322K 0.19% 106

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

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.