TF
JPM icon

TRH Financial’s JPMorgan Chase JPM Stock Holding History

TRH Financial’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
2,702
-439
-14% -$54.4K 0.1% 58
2022
Q1 		$428K Sell
3,141
-42
-1% -$6.2K 0.13% 56
2021
Q4 		$504K Buy
3,183
+56
+2% +$9.2K 0.16% 51
2021
Q3 		$512K Sell
3,127
-936
-23% -$147K 0.2% 47
2021
Q2 		$632K Sell
4,063
-582
-13% -$91.4K 0.27% 48
2021
Q1 		$707K Buy
4,645
+20
+0.4% +$2.88K 0.36% 43
2020
Q4 		$588K Sell
4,625
-245
-5% -$27.4K 0.34% 43
2020
Q3 		$469K Sell
4,870
-73
-1% -$7.17K 0.32% 46
2020
Q2 		$461K Buy
+4,943
New +$469K 0.37% 48
2019
Q4 		$803K Buy
+5,911
New +$758K 0.7% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRH Financial's JPM Position: Q2 2022 in Review

TRH Financial reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2022, selling an estimated $54.4K and leaving 2,702 shares worth $304K. The position accounts for 0.1% of the portfolio, ranked #58.

TRH Financial first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $803K in Q4 2019. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • TRH Financial held 2,702 shares of JPMorgan Chase worth $304K as of Q2 2022.
  • TRH Financial sold 439 JPMorgan Chase shares in Q2 2022, an estimated $54.4K.
  • JPMorgan Chase made up 0.1% of TRH Financial's portfolio in Q2 2022, its #58 holding.
  • TRH Financial first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
  • TRH Financial's JPMorgan Chase position peaked at $803K in Q4 2019.
  • 3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on TRH Financial's 13F filing for Q2 2022, filed 26 Jul 2022.