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Resource Management’s JPMorgan Chase JPM Stock Holding History

Resource 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
2021
Q4 		$11.7M Buy
73,874
+305
+0.4% +$50.1K 1.21% 13
2021
Q3 		$12M Buy
73,569
+1,525
+2% +$239K 1.38% 11
2021
Q2 		$11.2M Buy
72,044
+320
+0.4% +$50.3K 1.28% 11
2021
Q1 		$10.9M Sell
71,724
-570
-0.8% -$82K 1.31% 11
2020
Q4 		$9.19M Buy
72,294
+288
+0.4% +$32.2K 1.26% 10
2020
Q3 		$6.93M Buy
72,006
+335
+0.5% +$32.9K 1.13% 11
2020
Q2 		$6.74M Buy
71,671
+6,108
+9% +$580K 1.17% 11
2020
Q1 		$5.9M Buy
65,563
+1,903
+3% +$231K 1.25% 11
2019
Q4 		$8.87M Buy
63,660
+2,148
+3% +$275K 1.43% 11
2019
Q3 		$7.24M Buy
61,512
+169
+0.3% +$19.1K 1.26% 12
2019
Q2 		$6.86M Sell
61,343
-6,646
-10% -$733K 1.19% 12
2019
Q1 		$6.88M Buy
67,989
+955
+1% +$98.4K 1.24% 12
2018
Q4 		$6.54M Buy
67,034
+1,126
+2% +$120K 1.37% 12
2018
Q3 		$7.44M Buy
65,908
+146
+0.2% +$16.6K 1.36% 10
2018
Q2 		$6.85M Buy
65,762
+32
+0% +$3.51K 1.33% 10
2018
Q1 		$7.23M Sell
65,730
-123
-0.2% -$13.9K 1.54% 9
2017
Q4 		$7.4M Buy
+65,853
New +$6.67M 1.51% 10

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Resource Management's JPM Position: Q4 2021 in Review

Resource Management increased its JPMorgan Chase (JPM) stake by 0.41% in Q4 2021, buying an estimated $50.1K and bringing the position to 73,874 shares worth $11.7M. The position accounts for 1.21% of the portfolio, ranked #13.

Resource Management first reported a position in JPM in Q4 2017 and has held it in 17 quarters since. The position peaked at $12M in Q3 2021. 3,589 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Resource Management held 73,874 shares of JPMorgan Chase worth $11.7M as of Q4 2021.
  • Resource Management bought 305 JPMorgan Chase shares in Q4 2021, an estimated $50.1K.
  • JPMorgan Chase made up 1.21% of Resource Management's portfolio in Q4 2021, its #13 holding.
  • Resource Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's JPMorgan Chase position peaked at $12M in Q3 2021.
  • 3,589 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.