Truvvo Partners’s JPMorgan Chase JPM Stock Holding History

Truvvo Partners’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 Q1	–	Sell	-1,291	Closed	-$204K	–	12
2021 Q4	$204K	Buy	1,291 +8	+0.6%	+$1.31K	2.17%	11
2021 Q3	$210K	Buy	+1,283	New	+$201K	0.15%	24
2018 Q4	–	Sell	-5,000	Closed	-$564K	–	46
2018 Q3	$564K	Hold	5,000	–	–	0.35%	29
2018 Q2	$521K	Sell	5,000 -7,400	-60%	-$812K	0.34%	34
2018 Q1	$1.36M	Sell	12,400 -5,100	-29%	-$577K	0.5%	45
2017 Q4	$1.87M	Hold	17,500	–	–	0.63%	38
2017 Q3	$1.67M	Hold	17,500	–	–	0.56%	43
2017 Q2	$1.6M	Sell	17,500 -9,300	-35%	-$802K	0.58%	43
2017 Q1	$2.35M	Buy	26,800 +200	+0.8%	+$17.6K	1.06%	20
2016 Q4	$2.29K	Hold	26,600	–	–	0.8%	26
2016 Q3	$1.77M	Sell	26,600 -26,577	-50%	-$1.73M	0.8%	33
2016 Q2	$3.3M	Buy	53,177 +13,312	+33%	+$831K	1.7%	13
2016 Q1	$2.36M	Buy	39,865 +7,635	+24%	+$446K	1.06%	18
2015 Q4	$2.13M	Buy	+32,230	New	+$2.1M	1.11%	21

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Truvvo Partners's JPM Position: Q1 2022 in Review

Truvvo Partners sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 1,291 shares — an estimated $204K sold.

Truvvo Partners first reported a position in JPM in Q4 2015 and held it in 14 quarters. The position peaked at $3.3M in Q2 2016. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Truvvo Partners reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Truvvo Partners sold 1,291 JPMorgan Chase shares in Q1 2022, an estimated $204K.
Truvvo Partners first reported a position in JPMorgan Chase in Q4 2015 and held it in 14 quarters.
Truvvo Partners's JPMorgan Chase position peaked at $3.3M in Q2 2016.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Truvvo Partners's 13F filing for Q1 2022, filed 16 May 2022.