Stonnington Group’s JPMorgan Chase JPM Stock Holding History

Stonnington 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
2023 Q1	$1.79M	Sell	13,899 -1,100	-7%	-$151K	0.47%	55
2022 Q4	$2.08M	Sell	14,999 -8,270	-36%	-$1.05M	0.57%	48
2022 Q3	$2.71M	Buy	23,269 +12,355	+113%	+$1.42M	0.76%	33
2022 Q2	$1.25M	Sell	10,914 -1,384	-11%	-$171K	0.33%	70
2022 Q1	$1.64M	Sell	12,298 -7,291	-37%	-$1.08M	0.39%	64
2021 Q4	$3.28M	Buy	19,589 +6,369	+48%	+$1.05M	0.71%	42
2021 Q3	$2.25M	Sell	13,220 -1,715	-11%	-$269K	0.5%	50
2021 Q2	$2.25M	Buy	14,935 +400	+3%	+$62.8K	0.5%	58
2021 Q1	$2.29M	Buy	+14,535	New	+$2.09M	0.55%	54

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Stonnington Group's JPM Position: Q1 2023 in Review

Stonnington Group reduced its JPMorgan Chase (JPM) stake by 7.3% in Q1 2023, selling an estimated $151K and leaving 13,899 shares worth $1.79M. The position accounts for 0.47% of the portfolio, ranked #55.

Stonnington Group first reported a position in JPM in Q1 2021 and has held it in 9 quarters since. The position peaked at $3.28M in Q4 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Stonnington Group held 13,899 shares of JPMorgan Chase worth $1.79M as of Q1 2023.
Stonnington Group sold 1,100 JPMorgan Chase shares in Q1 2023, an estimated $151K.
JPMorgan Chase made up 0.47% of Stonnington Group's portfolio in Q1 2023, its #55 holding.
Stonnington Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's JPMorgan Chase position peaked at $3.28M in Q4 2021.
3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.