Round Table Services’s JPMorgan Chase JPM Stock Holding History

Round Table Services’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 Q3	$810K	Buy	7,749 +26	+0.3%	+$2.98K	0.16%	64
2022 Q2	$870K	Sell	7,723 -473	-6%	-$58.6K	0.16%	62
2022 Q1	$1.12M	Buy	8,196 +1,163	+17%	+$172K	0.19%	60
2021 Q4	$1.11M	Buy	7,033 +1,112	+19%	+$183K	0.21%	51
2021 Q3	$969K	Sell	5,921 -58	-1%	-$9.09K	0.21%	48
2021 Q2	$930K	Sell	5,979 -475	-7%	-$74.6K	0.2%	49
2021 Q1	$982K	Buy	6,454 +1,869	+41%	+$269K	0.24%	44
2020 Q4	$583K	Sell	4,585 -139	-3%	-$15.5K	0.18%	48
2020 Q3	$455K	Sell	4,724 -483	-9%	-$47.4K	0.2%	54
2020 Q2	$490K	Buy	5,207 +319	+7%	+$30.3K	0.17%	50
2020 Q1	$440K	Sell	4,888 -1,441	-23%	-$175K	0.18%	48
2019 Q4	$882K	Sell	6,329 -882	-12%	-$113K	0.24%	44
2019 Q3	$849K	Sell	7,211 -192	-3%	-$21.7K	0.25%	44
2019 Q2	$828K	Sell	7,403 -361	-5%	-$39.8K	0.26%	42
2019 Q1	$786K	Sell	7,764 -781	-9%	-$80.5K	0.27%	43
2018 Q4	$834K	Sell	8,545 -3,335	-28%	-$355K	0.32%	40
2018 Q3	$1.34M	Buy	11,880 +2,143	+22%	+$243K	0.46%	28
2018 Q2	$1.01M	Buy	9,737 +598	+7%	+$65.6K	0.34%	34
2018 Q1	$1M	Buy	9,139 +689	+8%	+$78K	0.36%	32
2017 Q4	$904K	Sell	8,450 -632	-7%	-$64K	0.31%	38
2017 Q3	$867K	Buy	9,082 +13	+0.1%	+$1.2K	0.31%	34
2017 Q2	$829K	Buy	9,069 +229	+3%	+$19.8K	0.3%	37
2017 Q1	$776K	Buy	8,840 +500	+6%	+$44.1K	0.28%	38
2016 Q4	$720K	Buy	8,340 +4	+0%	+$305	0.29%	43
2016 Q3	$555K	Sell	8,336 -149	-2%	-$9.71K	0.33%	39
2016 Q2	$527K	Sell	8,485 -383	-4%	-$23.9K	0.3%	46
2016 Q1	$525K	Buy	8,868 +4,603	+108%	+$269K	0.33%	49
2015 Q4	$282K	Buy	+4,265	New	+$278K	0.21%	60
2015 Q3	–	Sell	-3,061	Closed	-$207K	–	101
2015 Q2	$207K	Buy	+3,061	New	+$200K	0.16%	64
2015 Q1	–	Sell	-3,308	Closed	-$207K	–	76
2014 Q4	$207K	Buy	+3,308	New	+$199K	0.16%	49

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Round Table Services's JPM Position: Q3 2022 in Review

Round Table Services increased its JPMorgan Chase (JPM) stake by 0.34% in Q3 2022, buying an estimated $2.98K and bringing the position to 7,749 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #64.

Round Table Services first reported a position in JPM in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2018. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Round Table Services held 7,749 shares of JPMorgan Chase worth $810K as of Q3 2022.
Round Table Services bought 26 JPMorgan Chase shares in Q3 2022, an estimated $2.98K.
JPMorgan Chase made up 0.16% of Round Table Services's portfolio in Q3 2022, its #64 holding.
Round Table Services first reported a position in JPMorgan Chase in Q4 2014 and has held it in 30 quarters since.
Round Table Services's JPMorgan Chase position peaked at $1.34M in Q3 2018.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.