Tatro Capital’s JPMorgan Chase JPM Stock Holding History

Tatro Capital’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 Q1	$269K	Buy	1,975 +289	+17%	+$42.7K	0.2%	66
2021 Q4	$267K	Sell	1,686 -20	-1%	-$3.28K	0.19%	75
2021 Q3	$279K	Sell	1,706 -1,625	-49%	-$255K	0.22%	69
2021 Q2	$518K	Sell	3,331 -1,290	-28%	-$203K	0.35%	51
2021 Q1	$703K	Sell	4,621 -2,393	-34%	-$344K	0.54%	36
2020 Q4	$891K	Buy	7,014 +4,332	+162%	+$484K	0.83%	25
2020 Q3	$258K	Buy	2,682 +216	+9%	+$21.2K	0.29%	51
2020 Q2	$232K	Sell	2,466 -1,306	-35%	-$124K	0.33%	47
2020 Q1	$340K	Buy	3,772 +1,364	+57%	+$166K	0.61%	25
2019 Q4	$336K	Buy	+2,408	New	+$309K	0.3%	35

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tatro Capital's JPM Position: Q1 2022 in Review

Tatro Capital increased its JPMorgan Chase (JPM) stake by 17% in Q1 2022, buying an estimated $42.7K and bringing the position to 1,975 shares worth $269K. The position accounts for 0.2% of the portfolio, ranked #66.

Tatro Capital first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $891K in Q4 2020. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Tatro Capital held 1,975 shares of JPMorgan Chase worth $269K as of Q1 2022.
Tatro Capital bought 289 JPMorgan Chase shares in Q1 2022, an estimated $42.7K.
JPMorgan Chase made up 0.2% of Tatro Capital's portfolio in Q1 2022, its #66 holding.
Tatro Capital first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
Tatro Capital's JPMorgan Chase position peaked at $891K in Q4 2020.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.