Sovarnum Capital’s JPMorgan Chase JPM Stock Holding History

Sovarnum 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
2021 Q4	–	Sell	-12,500	Closed	-$2.05M	–	30
2021 Q3	$2.05M	Buy	12,500 +1,500	+14%	+$235K	1.93%	19
2021 Q2	$1.71M	Buy	11,000 +4,000	+57%	+$628K	1.08%	38
2021 Q1	$1.07M	Sell	7,000 -5,500	-44%	-$791K	0.8%	42
2020 Q4	$1.59M	Buy	+12,500	New	+$1.4M	1.11%	37
2019 Q3	$294K	Buy	+2,500	New	+$283K	0.35%	40

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sovarnum Capital's JPM Position: Q4 2021 in Review

Sovarnum Capital sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 12,500 shares — an estimated $2.05M sold.

Sovarnum Capital first reported a position in JPM in Q3 2019 and held it in 5 quarters. The position peaked at $2.05M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Sovarnum Capital reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 12,500 JPMorgan Chase shares in Q4 2021, an estimated $2.05M.
Sovarnum Capital first reported a position in JPMorgan Chase in Q3 2019 and held it in 5 quarters.
Sovarnum Capital's JPMorgan Chase position peaked at $2.05M in Q3 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.