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Sturgeon Ventures’s JPMorgan Chase JPM Stock Holding History

Sturgeon Ventures’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
Q3 		$16.7K Hold
115
– – 0.02% 35
2023
Q2 		$16.6K Hold
115
– – 0.02% 37
2023
Q1 		$15K Buy
+115
New +$15.8K 0.02% 39

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sturgeon Ventures's JPM Position: Q3 2023 in Review

Sturgeon Ventures held its JPMorgan Chase (JPM) position steady in Q3 2023 at 115 shares worth $16.7K. The position accounts for 0.02% of the portfolio, ranked #35.

Sturgeon Ventures first reported a position in JPM in Q1 2023 and has held it in 3 quarters since. 3,702 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Sturgeon Ventures held 115 shares of JPMorgan Chase worth $16.7K as of Q3 2023.
  • Sturgeon Ventures left its JPMorgan Chase share count unchanged in Q3 2023.
  • JPMorgan Chase made up 0.02% of Sturgeon Ventures's portfolio in Q3 2023, its #35 holding.
  • Sturgeon Ventures first reported a position in JPMorgan Chase in Q1 2023 and has held it in 3 quarters since.
  • 3,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.