SEC
JPM icon

Seven Eight Capital’s JPMorgan Chase JPM Stock Holding History

Seven Eight Capital’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 		– Sell
-32,675
Closed -$3.68M – 552
2022
Q2 		$3.68M Sell
32,675
-679
-2% -$84.1K 1.48% 1
2022
Q1 		$4.55M Buy
33,354
+5,187
+18% +$766K 0.61% 36
2021
Q4 		$4.46M Buy
+28,167
New +$4.63M 0.8% 19
2020
Q3 		– Sell
-11,305
Closed -$1.06M – 593
2020
Q2 		$1.06M Sell
11,305
-3,195
-22% -$303K 0.78% 15
2020
Q1 		$1.3M Sell
14,500
-16,960
-54% -$2.06M 0.34% 85
2019
Q4 		$4.39M Buy
+31,460
New +$4.03M 0.23% 132
2019
Q2 		– Sell
-186,857
Closed -$18.9M – 660
2019
Q1 		$18.9M Buy
+186,857
New +$19.3M 1% 16
2018
Q4 		– Sell
-41,200
Closed -$4.65M – 623
2018
Q3 		$4.65M Sell
41,200
-95,400
-70% -$10.8M 0.28% 104
2018
Q2 		$14.2M Buy
136,600
+75,000
+122% +$8.23M 0.99% 16
2018
Q1 		$6.77M Buy
+61,600
New +$6.97M 0.56% 66
2017
Q4 		– Sell
-5,200
Closed -$497K – 513
2017
Q3 		$497K Sell
5,200
-6,200
-54% -$572K 0.06% 341
2017
Q2 		$1.04M Hold
11,400
– – 0.15% 205
2017
Q1 		$1M Buy
+11,400
New +$1.01M 0.19% 175
2016
Q4 		– Sell
-18,300
Closed -$1.22M – 610
2016
Q3 		$1.22M Buy
18,300
+3,200
+21% +$209K 0.36% 96
2016
Q2 		$931K Buy
15,100
+13,500
+844% +$843K 0.32% 103
2016
Q1 		$95K Buy
+1,600
New +$93.4K 0.04% 396
2015
Q1 		– Sell
-6,300
Closed -$394K – 590
2014
Q4 		$394K Sell
6,300
-12,600
-67% -$758K 0.66% 37
2014
Q3 		$1.14M Buy
18,900
+13,500
+250% +$789K 0.87% 15
2014
Q2 		$309K Buy
+5,400
New +$304K 0.3% 94

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

Seven Eight Capital's JPM Position: Q3 2022 in Review

Seven Eight Capital sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 32,675 shares — an estimated $3.68M sold.

Seven Eight Capital first reported a position in JPM in Q2 2014 and held it in 19 quarters. The position peaked at $18.9M in Q1 2019. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Seven Eight Capital reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Seven Eight Capital sold 32,675 JPMorgan Chase shares in Q3 2022, an estimated $3.68M.
  • Seven Eight Capital first reported a position in JPMorgan Chase in Q2 2014 and held it in 19 quarters.
  • Seven Eight Capital's JPMorgan Chase position peaked at $18.9M in Q1 2019.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Seven Eight Capital's 13F filing for Q3 2022, filed 10 Nov 2022.