Swarthmore Group’s JPMorgan Chase JPM Stock Holding History

Swarthmore 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 Q2	$304K	Sell	2,696 -43,284	-94%	-$5.36M	0.12%	25
2022 Q1	$6.27M	Sell	45,980 -1,079	-2%	-$159K	1.6%	18
2021 Q4	$7.45M	Buy	47,059 +7,203	+18%	+$1.18M	1.77%	18
2021 Q3	$6.2M	Hold	39,856	–	–	1.6%	26
2021 Q2	$6.2M	Buy	+39,856	New	+$6.26M	1.6%	26
2017 Q1	–	Sell	-19,825	Closed	-$1.71M	–	52
2016 Q4	$1.71M	Sell	19,825 -20,550	-51%	-$1.57M	0.26%	31
2016 Q3	$2.69M	Sell	40,375 -9,150	-18%	-$597K	0.51%	30
2016 Q2	$3.08M	Sell	49,525 -325,325	-87%	-$20.3M	0.52%	29
2016 Q1	$22.2M	Sell	374,850 -109,375	-23%	-$6.39M	3.39%	15
2015 Q4	$32M	Buy	+484,225	New	+$31.5M	3.43%	14

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Swarthmore Group's JPM Position: Q2 2022 in Review

Swarthmore Group reduced its JPMorgan Chase (JPM) stake by 94% in Q2 2022, selling an estimated $5.36M and leaving 2,696 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #25.

Swarthmore Group first reported a position in JPM in Q4 2015 and has held it in 10 quarters since. The position peaked at $32M in Q4 2015. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Swarthmore Group held 2,696 shares of JPMorgan Chase worth $304K as of Q2 2022.
Swarthmore Group sold 43,284 JPMorgan Chase shares in Q2 2022, an estimated $5.36M.
JPMorgan Chase made up 0.12% of Swarthmore Group's portfolio in Q2 2022, its #25 holding.
Swarthmore Group first reported a position in JPMorgan Chase in Q4 2015 and has held it in 10 quarters since.
Swarthmore Group's JPMorgan Chase position peaked at $32M in Q4 2015.
3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.