Sabadell Asset Management’s JPMorgan Chase JPM Stock Holding History

Sabadell Asset 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
2023 Q2	$1.64M	Hold	11,214	–	–	0.34%	57
2023 Q1	$1.43M	Sell	11,214 -40,266	-78%	-$5.52M	0.3%	62
2022 Q4	$7.19M	Buy	51,480 +40,266	+359%	+$5.1M	1.49%	25
2022 Q3	$1.24M	Sell	11,214 -8,123	-42%	-$932K	0.27%	69
2022 Q2	$2.09M	Sell	19,337 -3,023	-14%	-$375K	0.44%	55
2022 Q1	$2.93M	Buy	22,360 +1,274	+6%	+$188K	0.51%	62
2021 Q4	$3.55M	Buy	21,086 +1,798	+9%	+$295K	0.57%	56
2021 Q3	$3.16M	Buy	19,288 +341	+2%	+$53.5K	0.54%	52
2021 Q2	$2.95M	Buy	+18,947	New	+$2.98M	0.51%	64

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

Sabadell Asset Management's JPM Position: Q2 2023 in Review

Sabadell Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2023 at 11,214 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #57.

Sabadell Asset Management first reported a position in JPM in Q2 2021 and has held it in 9 quarters since. The position peaked at $7.19M in Q4 2022. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Sabadell Asset Management held 11,214 shares of JPMorgan Chase worth $1.64M as of Q2 2023.
Sabadell Asset Management left its JPMorgan Chase share count unchanged in Q2 2023.
JPMorgan Chase made up 0.34% of Sabadell Asset Management's portfolio in Q2 2023, its #57 holding.
Sabadell Asset Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 9 quarters since.
Sabadell Asset Management's JPMorgan Chase position peaked at $7.19M in Q4 2022.
3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Sabadell Asset Management's 13F filing for Q2 2023, filed 23 Jan 2024.