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Vienna Insurance Group’s JPMorgan Chase JPM Stock Holding History

Vienna Insurance Group’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 		– Sell
-41,320
Closed -$5.54M – 94
2022
Q4 		$5.54M Hold
41,320
– – 4.29% 7
2022
Q3 		$4.32M Hold
41,320
– – 3.05% 12
2022
Q2 		$4.65M Hold
41,320
– – 3.16% 11
2022
Q1 		$5.63M Buy
41,320
+13,000
+46% +$1.92M 3.16% 10
2021
Q4 		$4.48M Sell
28,320
-8,680
-23% -$1.43M 3.07% 15
2021
Q3 		$6.06M Hold
37,000
– – 3.23% 9
2021
Q2 		$5.75M Buy
+37,000
New +$5.81M 3.61% 11

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

Vienna Insurance Group's JPM Position: Q1 2023 in Review

Vienna Insurance Group sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 41,320 shares — an estimated $5.54M sold.

Vienna Insurance Group first reported a position in JPM in Q2 2021 and held it in 7 quarters. The position peaked at $6.06M in Q3 2021. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Vienna Insurance Group reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Vienna Insurance Group sold 41,320 JPMorgan Chase shares in Q1 2023, an estimated $5.54M.
  • Vienna Insurance Group first reported a position in JPMorgan Chase in Q2 2021 and held it in 7 quarters.
  • Vienna Insurance Group's JPMorgan Chase position peaked at $6.06M in Q3 2021.
  • 3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Vienna Insurance Group's 13F filing for Q1 2023, filed 4 Sep 2024.