Richelieu Gestion’s JPMorgan Chase JPM Stock Holding History

Richelieu Gestion’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
2023 Q2	–	Sell	-150	Closed	-$20K	–	77
2023 Q1	$20K	Buy	+150	New	+$20.6K	0.02%	68

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

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

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

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

Richelieu Gestion's JPM Position: Q2 2023 in Review

Richelieu Gestion sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 150 shares — an estimated $20K sold.

Richelieu Gestion first reported a position in JPM in Q1 2023 and held it in 1 quarter. The position peaked at $20K in Q1 2023. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Richelieu Gestion reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
Richelieu Gestion sold 150 JPMorgan Chase shares in Q2 2023, an estimated $20K.
Richelieu Gestion first reported a position in JPMorgan Chase in Q1 2023 and held it in 1 quarter.
Richelieu Gestion's JPMorgan Chase position peaked at $20K in Q1 2023.
3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Richelieu Gestion's 13F filing for Q2 2023, filed 12 Jul 2023.