Truehand Inc’s JPMorgan Chase JPM Stock Holding History

Truehand Inc’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
2021 Q4	$514K	Sell	3,247 -820	-20%	-$135K	0.3%	61
2021 Q3	$666K	Hold	4,067	–	–	0.39%	58
2021 Q2	$633K	Hold	4,067	–	–	0.37%	59
2021 Q1	$619K	Hold	4,067	–	–	0.38%	57
2020 Q4	$517K	Hold	4,067	–	–	0.34%	60
2020 Q3	$392K	Hold	4,067	–	–	0.28%	59
2020 Q2	$383K	Hold	4,067	–	–	0.3%	60
2020 Q1	$366K	Hold	4,067	–	–	0.35%	57
2019 Q4	$567K	Sell	4,067 -1,800	-31%	-$231K	0.43%	57
2019 Q3	$690K	Sell	5,867 -204	-3%	-$23.1K	0.54%	50
2019 Q2	$679K	Sell	6,071 -31	-0.5%	-$3.42K	0.52%	54
2019 Q1	$618K	Hold	6,102	–	–	0.47%	55
2018 Q4	$596K	Buy	+6,102	New	+$650K	0.51%	52

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Truehand Inc's JPM Position: Q4 2021 in Review

Truehand Inc reduced its JPMorgan Chase (JPM) stake by 20% in Q4 2021, selling an estimated $135K and leaving 3,247 shares worth $514K. The position accounts for 0.3% of the portfolio, ranked #61.

Truehand Inc first reported a position in JPM in Q4 2018 and has held it in 13 quarters since. The position peaked at $690K in Q3 2019. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Truehand Inc held 3,247 shares of JPMorgan Chase worth $514K as of Q4 2021.
Truehand Inc sold 820 JPMorgan Chase shares in Q4 2021, an estimated $135K.
JPMorgan Chase made up 0.3% of Truehand Inc's portfolio in Q4 2021, its #61 holding.
Truehand Inc first reported a position in JPMorgan Chase in Q4 2018 and has held it in 13 quarters since.
Truehand Inc's JPMorgan Chase position peaked at $690K in Q3 2019.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Truehand Inc's 13F filing for Q4 2021, filed 9 Feb 2022.