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Sadoff Investment Management’s JPMorgan Chase JPM Stock Holding History

Sadoff Investment 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
2022
Q3 		$447K Sell
4,276
-129
-3% -$14.8K 0.03% 58
2022
Q2 		$496K Sell
4,405
-314
-7% -$38.9K 0.04% 56
2022
Q1 		$644K Sell
4,719
-830
-15% -$123K 0.04% 56
2021
Q4 		$879K Buy
5,549
+323
+6% +$53K 0.05% 53
2021
Q3 		$855K Buy
5,226
+148
+3% +$23.2K 0.06% 51
2021
Q2 		$790K Hold
5,078
– – 0.05% 50
2021
Q1 		$773K Hold
5,078
– – 0.05% 53
2020
Q4 		$645K Sell
5,078
-725
-12% -$81K 0.05% 55
2020
Q3 		$559K Sell
5,803
-485
-8% -$47.6K 0.05% 59
2020
Q2 		$591K Sell
6,288
-150
-2% -$14.2K 0.05% 55
2020
Q1 		$580K Buy
6,438
+275
+4% +$33.4K 0.07% 51
2019
Q4 		$859K Buy
6,163
+50
+0.8% +$6.41K 0.07% 47
2019
Q3 		$719K Buy
6,113
+735
+14% +$83.1K 0.06% 48
2019
Q2 		$601K Hold
5,378
– – 0.05% 51
2019
Q1 		$544K Buy
5,378
+298
+6% +$30.7K 0.05% 52
2018
Q4 		$496K Buy
5,080
+200
+4% +$21.3K 0.05% 55
2018
Q3 		$551K Sell
4,880
-61
-1% -$6.92K 0.05% 54
2018
Q2 		$515K Sell
4,941
-200
-4% -$21.9K 0.04% 57
2018
Q1 		$565K Hold
5,141
– – 0.05% 55
2017
Q4 		$550K Sell
5,141
-252
-5% -$25.5K 0.04% 55
2017
Q3 		$515K Buy
5,393
+1,350
+33% +$124K 0.05% 56
2017
Q2 		$370K Buy
4,043
+118
+3% +$10.2K 0.04% 55
2017
Q1 		$345K Sell
3,925
-35
-0.9% -$3.09K 0.03% 58
2016
Q4 		$342K Sell
3,960
-350
-8% -$26.7K 0.04% 59
2016
Q3 		$287K Sell
4,310
-364
-8% -$23.7K 0.03% 59
2016
Q2 		$290K Hold
4,674
– – 0.03% 58
2016
Q1 		$277K Buy
4,674
+153
+3% +$8.94K 0.03% 66
2015
Q4 		$299K Buy
+4,521
New +$294K 0.03% 62

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

Sadoff Investment Management's JPM Position: Q3 2022 in Review

Sadoff Investment Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q3 2022, selling an estimated $14.8K and leaving 4,276 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #58.

Sadoff Investment Management first reported a position in JPM in Q4 2015 and has held it in 28 quarters since. The position peaked at $879K in Q4 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Sadoff Investment Management held 4,276 shares of JPMorgan Chase worth $447K as of Q3 2022.
  • Sadoff Investment Management sold 129 JPMorgan Chase shares in Q3 2022, an estimated $14.8K.
  • JPMorgan Chase made up 0.03% of Sadoff Investment Management's portfolio in Q3 2022, its #58 holding.
  • Sadoff Investment Management first reported a position in JPMorgan Chase in Q4 2015 and has held it in 28 quarters since.
  • Sadoff Investment Management's JPMorgan Chase position peaked at $879K in Q4 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.