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Spectrum Management Group’s JPMorgan Chase JPM Stock Holding History

Spectrum Management Group’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 		$19K Hold
184
– – ﹤0.01% 168
2022
Q2 		$21K Sell
184
-59,053
-100% -$7.32M ﹤0.01% 164
2022
Q1 		$8.07M Buy
59,237
+768
+1% +$113K 1.28% 23
2021
Q4 		$9.26M Buy
58,469
+725
+1% +$119K 1.33% 17
2021
Q3 		$9.45M Buy
57,744
+17,551
+44% +$2.75M 1.49% 15
2021
Q2 		$6.25M Buy
40,193
+3,712
+10% +$583K 1.1% 25
2021
Q1 		$5.55M Buy
36,481
+269
+0.7% +$38.7K 1.11% 27
2020
Q4 		$4.6M Buy
36,212
+36,194
+201,078% +$4.05M 0.96% 32
2020
Q3 		$2K Sell
18
-41,436
-100% -$4.07M ﹤0.01% 247
2020
Q2 		$3.9M Buy
41,454
+205
+0.5% +$19.4K 0.99% 28
2020
Q1 		$3.71M Sell
41,249
-4,400
-10% -$535K 1.25% 19
2019
Q4 		$6.36M Buy
45,649
+945
+2% +$121K 2.62% 6
2019
Q3 		$5.26M Sell
44,704
-2,090
-4% -$236K 1.79% 10
2019
Q2 		$5.23M Buy
46,794
+3,571
+8% +$394K 1.45% 11
2019
Q1 		$4.38M Sell
43,223
-290
-0.7% -$29.9K 1.31% 12
2018
Q4 		$4.25M Buy
43,513
+1,755
+4% +$187K 1.49% 11
2018
Q3 		$4.71M Buy
41,758
+5,390
+15% +$612K 1.49% 12
2018
Q2 		$3.79M Buy
36,368
+10,085
+38% +$1.11M 1.32% 14
2018
Q1 		$2.89M Buy
26,283
+3,440
+15% +$390K 1.05% 18
2017
Q4 		$2.44M Buy
22,843
+21,918
+2,370% +$2.22M 0.85% 21
2017
Q3 		$88K Buy
+925
New +$85.3K 0.03% 146
2016
Q2 		– Sell
-618
Closed -$37K – 160
2016
Q1 		$37K Hold
618
– – 0.01% 149
2015
Q4 		$41K Buy
618
+600
+3,333% +$39.1K 0.02% 125
2015
Q3 		$1K Hold
18
– – ﹤0.01% 178
2015
Q2 		$1K Hold
18
– – ﹤0.01% 117
2015
Q1 		$1K Hold
18
– – ﹤0.01% 117
2014
Q4 		$1K Hold
18
– – ﹤0.01% 130
2014
Q3 		$1K Hold
18
– – ﹤0.01% 125
2014
Q2 		$1K Hold
18
– – ﹤0.01% 134
2014
Q1 		$1K Hold
18
– – ﹤0.01% 133
2013
Q4 		$1K Buy
+18
New +$986 ﹤0.01% 150

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

Spectrum Management Group's JPM Position: Q3 2022 in Review

Spectrum Management Group held its JPMorgan Chase (JPM) position steady in Q3 2022 at 184 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Spectrum Management Group first reported a position in JPM in Q4 2013 and has held it in 31 quarters since. The position peaked at $9.45M in Q3 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Spectrum Management Group held 184 shares of JPMorgan Chase worth $19K as of Q3 2022.
  • Spectrum Management Group left its JPMorgan Chase share count unchanged in Q3 2022.
  • JPMorgan Chase made up ﹤0.01% of Spectrum Management Group's portfolio in Q3 2022, its #168 holding.
  • Spectrum Management Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 31 quarters since.
  • Spectrum Management Group's JPMorgan Chase position peaked at $9.45M in Q3 2021.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.