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Sarah T. Connolly’s JPMorgan Chase JPM Stock Holding History

Sarah T. Connolly’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
Q4 		– Sell
-13,415
Closed -$1.95M – 51
2023
Q3 		$1.95M Sell
13,415
-10,665
-44% -$1.6M 1.28% 31
2023
Q2 		$3.5M Sell
24,080
-912
-4% -$125K 2.12% 11
2023
Q1 		$3.26M Sell
24,992
-1,170
-4% -$160K 2.07% 10
2022
Q4 		$3.51M Buy
26,162
+82
+0.3% +$10.4K 2.38% 9
2022
Q3 		$2.73M Buy
26,080
+2,083
+9% +$239K 2% 11
2022
Q2 		$2.7M Buy
23,997
+197
+0.8% +$24.4K 1.84% 15
2022
Q1 		$3.24M Buy
23,800
+906
+4% +$134K 1.9% 13
2021
Q4 		$3.63M Buy
22,894
+7,231
+46% +$1.19M 2.02% 12
2021
Q3 		$2.56M Sell
15,663
-208
-1% -$32.6K 2.11% 12
2021
Q2 		$2.47M Sell
15,871
-120
-0.8% -$18.8K 2.02% 11
2021
Q1 		$2.43M Sell
15,991
-1,197
-7% -$172K 2.16% 11
2020
Q4 		$2.18M Buy
+17,188
New +$1.92M 2% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sarah T. Connolly's JPM Position: Q4 2023 in Review

Sarah T. Connolly sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 13,415 shares — an estimated $1.95M sold.

Sarah T. Connolly first reported a position in JPM in Q4 2020 and held it in 12 quarters. The position peaked at $3.63M in Q4 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Sarah T. Connolly reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 13,415 JPMorgan Chase shares in Q4 2023, an estimated $1.95M.
  • Sarah T. Connolly first reported a position in JPMorgan Chase in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's JPMorgan Chase position peaked at $3.63M in Q4 2021.
  • 3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.