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JPM icon

Seeyond’s JPMorgan Chase JPM Stock Holding History

Seeyond’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
Q4 		$3.7M Buy
27,568
+7,281
+36% +$923K 0.36% 80
2022
Q3 		$2.12M Buy
20,287
+1,151
+6% +$132K 0.26% 102
2022
Q2 		$2.15M Buy
19,136
+7
+0% +$867 0.25% 115
2022
Q1 		$2.61M Buy
19,129
+681
+4% +$101K 0.26% 103
2021
Q4 		$2.92M Sell
18,448
-203
-1% -$33.3K 0.27% 88
2021
Q3 		$3.05M Buy
18,651
+2,771
+17% +$434K 0.29% 75
2021
Q2 		$2.47M Sell
15,880
-583
-4% -$91.6K 0.23% 121
2021
Q1 		$2.51M Buy
16,463
+367
+2% +$52.8K 0.25% 102
2020
Q4 		$2.04M Buy
16,096
+1,961
+14% +$219K 0.21% 149
2020
Q3 		$1.36M Sell
14,135
-2,383
-14% -$234K 0.15% 213
2020
Q2 		$1.55M Buy
16,518
+5,261
+47% +$499K 0.18% 173
2020
Q1 		$699K Sell
11,257
-7,092
-39% -$862K 0.1% 306
2019
Q4 		$2.56M Sell
18,349
-1,574
-8% -$202K 0.27% 96
2019
Q3 		$2.35M Sell
19,923
-5,603
-22% -$634K 0.24% 115
2019
Q2 		$2.85M Sell
25,526
-417
-2% -$46K 0.3% 64
2019
Q1 		$2.63M Buy
25,943
+23,242
+860% +$2.39M 0.25% 119
2018
Q4 		$264K Buy
+2,701
New +$288K 0.04% 471

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Seeyond's JPM Position: Q4 2022 in Review

Seeyond increased its JPMorgan Chase (JPM) stake by 36% in Q4 2022, buying an estimated $923K and bringing the position to 27,568 shares worth $3.7M. The position accounts for 0.36% of the portfolio, ranked #80.

Seeyond first reported a position in JPM in Q4 2018 and has held it in 17 quarters since. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Seeyond held 27,568 shares of JPMorgan Chase worth $3.7M as of Q4 2022.
  • Seeyond bought 7,281 JPMorgan Chase shares in Q4 2022, an estimated $923K.
  • JPMorgan Chase made up 0.36% of Seeyond's portfolio in Q4 2022, its #80 holding.
  • Seeyond first reported a position in JPMorgan Chase in Q4 2018 and has held it in 17 quarters since.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.