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Sollinda Capital Management’s JPMorgan Chase JPM Stock Holding History

Sollinda Capital 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
2024
Q1 		– Sell
-2,004
Closed -$341K – 75
2023
Q4 		$341K Buy
+2,004
New +$304K 0.1% 55

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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

Sollinda Capital Management's JPM Position: Q1 2024 in Review

Sollinda Capital Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 2,004 shares — an estimated $341K sold.

Sollinda Capital Management first reported a position in JPM in Q4 2023 and held it in 1 quarter. The position peaked at $341K in Q4 2023. 4,111 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Sollinda Capital Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Sollinda Capital Management sold 2,004 JPMorgan Chase shares in Q1 2024, an estimated $341K.
  • Sollinda Capital Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 1 quarter.
  • Sollinda Capital Management's JPMorgan Chase position peaked at $341K in Q4 2023.
  • 4,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Sollinda Capital Management's 13F filing for Q1 2024, filed 22 Apr 2024.