Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TC
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
WA
WestEnd Advisors
Charlotte, North Carolina
$4.14B AUM
15.99%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close