Robinson Value Management’s JPMorgan Chase JPM Stock Holding History

Robinson Value 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	–	Sell	-37	Closed	-$6K	–	87
2021 Q3	$6K	Buy	+37	New	+$5.8K	0.01%	99
2018 Q3	–	Sell	-43	Closed	-$4K	–	73
2018 Q2	$4K	Buy	+43	New	+$4.72K	﹤0.01%	73
2018 Q1	–	Sell	-19,501	Closed	-$2.08M	–	64
2017 Q4	$2.08M	Sell	19,501 -1,297	-6%	-$131K	1.83%	25
2017 Q3	$1.99M	Buy	20,798 +919	+5%	+$84.8K	1.82%	25
2017 Q2	$1.82M	Buy	19,879 +1,117	+6%	+$96.4K	1.7%	27
2017 Q1	$1.65M	Sell	18,762 -24,628	-57%	-$2.17M	1.53%	28
2016 Q4	$3.74M	Buy	+43,390	New	+$3.31M	3.52%	6

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Robinson Value Management's JPM Position: Q4 2021 in Review

Robinson Value Management sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 37 shares — an estimated $6K sold.

Robinson Value Management first reported a position in JPM in Q4 2016 and held it in 7 quarters. The position peaked at $3.74M in Q4 2016. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Robinson Value Management reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
Robinson Value Management sold 37 JPMorgan Chase shares in Q4 2021, an estimated $6K.
Robinson Value Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 7 quarters.
Robinson Value Management's JPMorgan Chase position peaked at $3.74M in Q4 2016.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

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