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Spearhead Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Spearhead Capital Advisors’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 		$877K Sell
8,394
-58,160
-87% -$6.67M 0.95% 39
2022
Q2 		$7.5M Buy
66,554
+2,193
+3% +$272K 1.12% 47
2022
Q1 		$8.77M Buy
64,361
+3,053
+5% +$451K 1.09% 45
2021
Q4 		$9.71M Buy
61,308
+1,229
+2% +$202K 1.17% 41
2021
Q3 		$9.83M Buy
60,079
+2,878
+5% +$451K 1.31% 24
2021
Q2 		$8.9M Buy
57,201
+457
+0.8% +$71.8K 1.21% 37
2021
Q1 		$8.64M Sell
56,744
-735
-1% -$106K 1.28% 31
2020
Q4 		$7.3M Buy
57,479
+5,244
+10% +$586K 1.16% 31
2020
Q3 		$5.03M Buy
52,235
+1,325
+3% +$130K 0.96% 51
2020
Q2 		$4.79M Buy
50,910
+3,302
+7% +$313K 1.02% 53
2020
Q1 		$4.29M Buy
47,608
+8,400
+21% +$1.02M 1.24% 42
2019
Q4 		$5.47M Buy
39,208
+1,163
+3% +$149K 1.36% 20
2019
Q3 		$4.48M Buy
38,045
+857
+2% +$96.9K 1.25% 37
2019
Q2 		$4.16M Buy
37,188
+2,617
+8% +$289K 1.22% 45
2019
Q1 		$3.5M Buy
34,571
+5,666
+20% +$584K 1.06% 51
2018
Q4 		$2.82M Sell
28,905
-1,195
-4% -$127K 1.21% 42
2018
Q3 		$3.47M Buy
30,100
+143
+0.5% +$16.2K 1.16% 40
2018
Q2 		$3.12M Buy
29,957
+275
+0.9% +$30.2K 1.12% 42
2018
Q1 		$3.26M Buy
29,682
+4,180
+16% +$473K 1.27% 18
2017
Q4 		$2.73M Buy
+25,502
New +$2.58M 1.33% 19

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

Spearhead Capital Advisors's JPM Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its JPMorgan Chase (JPM) stake by 87% in Q3 2022, selling an estimated $6.67M and leaving 8,394 shares worth $877K. The position accounts for 0.95% of the portfolio, ranked #39.

Spearhead Capital Advisors first reported a position in JPM in Q4 2017 and has held it in 20 quarters since. The position peaked at $9.83M in Q3 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Spearhead Capital Advisors held 8,394 shares of JPMorgan Chase worth $877K as of Q3 2022.
  • Spearhead Capital Advisors sold 58,160 JPMorgan Chase shares in Q3 2022, an estimated $6.67M.
  • JPMorgan Chase made up 0.95% of Spearhead Capital Advisors's portfolio in Q3 2022, its #39 holding.
  • Spearhead Capital Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 20 quarters since.
  • Spearhead Capital Advisors's JPMorgan Chase position peaked at $9.83M in Q3 2021.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.