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TIAA FSB’s JPMorgan Chase JPM Stock Holding History

TIAA FSB’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
Q2 		$75.2M Sell
517,151
-8,844
-2% -$1.22M 0.27% 58
2023
Q1 		$68.5M Buy
525,995
+11,800
+2% +$1.62M 0.25% 58
2022
Q4 		$69M Sell
514,195
-4,838
-0.9% -$613K 0.27% 57
2022
Q3 		$54.2M Sell
519,033
-3,303
-0.6% -$379K 0.23% 62
2022
Q2 		$58.8M Buy
522,336
+33,568
+7% +$4.16M 0.23% 60
2022
Q1 		$66.3M Sell
488,768
-87,793
-15% -$13M 0.23% 56
2021
Q4 		$90.9M Sell
576,561
-48,885
-8% -$8.03M 0.3% 48
2021
Q3 		$102M Buy
625,446
+5,847
+0.9% +$917K 0.36% 43
2021
Q2 		$96.4M Sell
619,599
-13,834
-2% -$2.17M 0.33% 45
2021
Q1 		$96.4M Sell
633,433
-2,502
-0.4% -$360K 0.34% 43
2020
Q4 		$80.8M Sell
635,935
-26,587
-4% -$2.97M 0.3% 43
2020
Q3 		$63.8M Buy
662,522
+18,878
+3% +$1.85M 0.28% 47
2020
Q2 		$60.5M Sell
643,644
-42,532
-6% -$4.04M 0.29% 46
2020
Q1 		$61.8M Buy
686,176
+72,927
+12% +$8.86M 0.36% 39
2019
Q4 		$85.5M Sell
613,249
-20,218
-3% -$2.59M 0.41% 34
2019
Q3 		$74.6M Buy
633,467
+12,486
+2% +$1.41M 0.39% 35
2019
Q2 		$69.4M Sell
620,981
-17,693
-3% -$1.95M 0.38% 34
2019
Q1 		$64.7M Buy
638,674
+43,123
+7% +$4.44M 0.52% 35
2018
Q4 		$58.1M Buy
595,551
+26,985
+5% +$2.88M 0.33% 38
2018
Q3 		$64.2M Buy
568,566
+8,609
+2% +$977K 0.34% 39
2018
Q2 		$58.3M Buy
559,957
+6,041
+1% +$663K 0.32% 38
2018
Q1 		$60.9M Buy
553,916
+8,472
+2% +$959K 0.35% 36
2017
Q4 		$58.3M Buy
545,444
+6,905
+1% +$699K 0.34% 36
2017
Q3 		$51.4M Buy
538,539
+6,149
+1% +$567K 0.32% 36
2017
Q2 		$48.7M Buy
+532,390
New +$45.9M 0.33% 35

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIAA FSB's JPM Position: Q2 2023 in Review

TIAA FSB reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2023, selling an estimated $1.22M and leaving 517,151 shares worth $75.2M. The position accounts for 0.27% of the portfolio, ranked #58.

TIAA FSB first reported a position in JPM in Q2 2017 and has held it in 25 quarters since. The position peaked at $102M in Q3 2021. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • TIAA FSB held 517,151 shares of JPMorgan Chase worth $75.2M as of Q2 2023.
  • TIAA FSB sold 8,844 JPMorgan Chase shares in Q2 2023, an estimated $1.22M.
  • JPMorgan Chase made up 0.27% of TIAA FSB's portfolio in Q2 2023, its #58 holding.
  • TIAA FSB first reported a position in JPMorgan Chase in Q2 2017 and has held it in 25 quarters since.
  • TIAA FSB's JPMorgan Chase position peaked at $102M in Q3 2021.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.