Ranger Investment Management’s JPMorgan Chase JPM Stock Holding History

Ranger Investment 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	-72	Closed	-$8K	–	110
2022 Q3	$8K	Hold	72	–	–	﹤0.01%	85
2022 Q2	$8K	Hold	72	–	–	﹤0.01%	84
2022 Q1	$10K	Hold	72	–	–	﹤0.01%	82
2021 Q4	$11K	Hold	72	–	–	﹤0.01%	80
2021 Q3	$12K	Hold	72	–	–	﹤0.01%	87
2021 Q2	$11K	Hold	72	–	–	﹤0.01%	89
2021 Q1	$11K	Sell	72 -6	-8%	-$863	﹤0.01%	87
2020 Q4	$10K	Sell	78 -7	-8%	-$782	﹤0.01%	85
2020 Q3	$8K	Hold	85	–	–	﹤0.01%	94
2020 Q2	$8K	Sell	85 -24	-22%	-$2.28K	﹤0.01%	89
2020 Q1	$10K	Sell	109 -321	-75%	-$39K	﹤0.01%	89
2019 Q4	$60K	Hold	430	–	–	﹤0.01%	86
2019 Q3	$51K	Hold	430	–	–	﹤0.01%	86
2019 Q2	$48K	Hold	430	–	–	﹤0.01%	90
2019 Q1	$44K	Hold	430	–	–	﹤0.01%	88
2018 Q4	$42K	Hold	430	–	–	﹤0.01%	91
2018 Q3	$49K	Buy	430 +337	+362%	+$38.3K	﹤0.01%	89
2018 Q2	$10K	Hold	93	–	–	﹤0.01%	124
2018 Q1	$10K	Hold	93	–	–	﹤0.01%	124
2017 Q4	$10K	Hold	93	–	–	﹤0.01%	128
2017 Q3	$9K	Hold	93	–	–	﹤0.01%	127
2017 Q2	$9K	Hold	93	–	–	﹤0.01%	136
2017 Q1	$8K	Buy	93 +39	+72%	+$3.44K	﹤0.01%	139
2016 Q4	$5K	Buy	+54	New	+$4.12K	﹤0.01%	136

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

Ranger Investment Management's JPM Position: Q4 2022 in Review

Ranger Investment Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 72 shares — an estimated $8K sold.

Ranger Investment Management first reported a position in JPM in Q4 2016 and held it in 24 quarters. The position peaked at $60K in Q4 2019. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Ranger Investment Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Ranger Investment Management sold 72 JPMorgan Chase shares in Q4 2022, an estimated $8K.
Ranger Investment Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 24 quarters.
Ranger Investment Management's JPMorgan Chase position peaked at $60K in Q4 2019.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

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