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	-64,400	Closed	-$5.66M	–	288
2017 Q1	$5.66M	Buy	+64,400	New	+$5.68M	1.06%	21
2015 Q4	–	Sell	-5,000	Closed	-$305K	–	217
2015 Q3	$305K	Buy	+5,000	New	+$327K	0.1%	115
2014 Q4	–	Sell	-5,100	Closed	-$307K	–	277
2014 Q3	$307K	Buy	+5,100	New	+$298K	0.07%	116
2013 Q4	–	Sell	-4,000	Closed	-$207K	–	135
2013 Q3	$207K	Buy	+4,000	New	+$215K	0.13%	157

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.