Te Ahumairangi Investment Management’s JPMorgan Chase JPM Stock Holding History

Te Ahumairangi Investment Management’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 Q3	–	Sell	-1,600	Closed	-$180K	–	97
2022 Q2	$180K	Hold	1,600	–	–	0.03%	96
2022 Q1	$218K	Hold	1,600	–	–	0.03%	94
2021 Q4	$253K	Sell	1,600 -1,300	-45%	-$213K	0.03%	101
2021 Q3	$475K	Sell	2,900 -7,800	-73%	-$1.22M	0.07%	101
2021 Q2	$1.66M	Buy	10,700 +5,600	+110%	+$880K	0.22%	92
2021 Q1	$776K	Sell	5,100 -4,200	-45%	-$604K	0.1%	106
2020 Q4	$1.18M	Sell	9,300 -4,000	-30%	-$447K	0.16%	106
2020 Q3	$1.28M	Buy	+13,300	New	+$1.31M	0.22%	100

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 $1.37T 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Te Ahumairangi Investment Management's JPM Position: Q3 2022 in Review

Te Ahumairangi Investment Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 1,600 shares — an estimated $180K sold.

Te Ahumairangi Investment Management first reported a position in JPM in Q3 2020 and held it in 8 quarters. The position peaked at $1.66M in Q2 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Te Ahumairangi Investment Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Te Ahumairangi Investment Management sold 1,600 JPMorgan Chase shares in Q3 2022, an estimated $180K.
Te Ahumairangi Investment Management first reported a position in JPMorgan Chase in Q3 2020 and held it in 8 quarters.
Te Ahumairangi Investment Management's JPMorgan Chase position peaked at $1.66M in Q2 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Te Ahumairangi Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.