SVCF
JPM icon

Silicon Valley Community Foundation’s JPMorgan Chase JPM Stock Holding History

Silicon Valley Community Foundation’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
Q1 		– Sell
-20,905
Closed -$3.31M – 54
2021
Q4 		$3.31M Buy
+20,905
New +$3.43M 0.22% 22

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silicon Valley Community Foundation's JPM Position: Q1 2022 in Review

Silicon Valley Community Foundation sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 20,905 shares — an estimated $3.31M sold.

Silicon Valley Community Foundation first reported a position in JPM in Q4 2021 and held it in 1 quarter. The position peaked at $3.31M in Q4 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Silicon Valley Community Foundation reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Silicon Valley Community Foundation sold 20,905 JPMorgan Chase shares in Q1 2022, an estimated $3.31M.
  • Silicon Valley Community Foundation first reported a position in JPMorgan Chase in Q4 2021 and held it in 1 quarter.
  • Silicon Valley Community Foundation's JPMorgan Chase position peaked at $3.31M in Q4 2021.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Silicon Valley Community Foundation's 13F filing for Q1 2022, filed 14 Nov 2023.