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True Capital Management’s JPMorgan Chase JPM Stock Holding History

True Capital 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
2023
Q1 		$640K Buy
4,912
+624
+15% +$85.5K 0.44% 53
2022
Q4 		$575K Buy
+4,288
New +$543K 0.47% 54

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
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

True Capital Management's JPM Position: Q1 2023 in Review

True Capital Management increased its JPMorgan Chase (JPM) stake by 15% in Q1 2023, buying an estimated $85.5K and bringing the position to 4,912 shares worth $640K. The position accounts for 0.44% of the portfolio, ranked #53.

True Capital Management first reported a position in JPM in Q4 2022 and has held it in 2 quarters since. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • True Capital Management held 4,912 shares of JPMorgan Chase worth $640K as of Q1 2023.
  • True Capital Management bought 624 JPMorgan Chase shares in Q1 2023, an estimated $85.5K.
  • JPMorgan Chase made up 0.44% of True Capital Management's portfolio in Q1 2023, its #53 holding.
  • True Capital Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 2 quarters since.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.