Wallace Weitz’s JPMorgan Chase JPM Stock Holding History

Wallace Weitz’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
2024 Q2	–	Sell	-20,500	Closed	-$4.11M	–	54
2024 Q1	$4.11M	Sell	20,500 -3,000	-13%	-$541K	0.21%	48
2023 Q4	$4M	Hold	23,500	–	–	0.21%	49
2023 Q3	$3.41M	Hold	23,500	–	–	0.19%	47
2023 Q2	$3.42M	Hold	23,500	–	–	0.18%	45
2023 Q1	$3.06M	Buy	23,500 +3,500	+18%	+$480K	0.18%	48
2022 Q4	$2.68M	Hold	20,000	–	–	0.15%	51
2022 Q3	$2.09M	Hold	20,000	–	–	0.12%	53
2022 Q2	$2.25M	Buy	20,000 +3,400	+20%	+$421K	0.12%	53
2022 Q1	$2.26M	Sell	16,600 -75,465	-82%	-$11.1M	0.1%	58
2021 Q4	$14.6M	Sell	92,065 -67,935	-42%	-$11.2M	0.58%	45
2021 Q3	$26.2M	Hold	160,000	–	–	1.1%	32
2021 Q2	$24.9M	Sell	160,000 -22,500	-12%	-$3.53M	1.05%	34
2021 Q1	$27.8M	Sell	182,500 -37,500	-17%	-$5.4M	1.23%	30
2020 Q4	$28M	Sell	220,000 -42,000	-16%	-$4.69M	1.19%	28
2020 Q3	$25.2M	Hold	262,000	–	–	1.18%	29
2020 Q2	$24.6M	Sell	262,000 -50,000	-16%	-$4.74M	1.22%	28
2020 Q1	$28.1M	Buy	312,000 +68,500	+28%	+$8.32M	1.49%	23
2019 Q4	$33.9M	Hold	243,500	–	–	1.33%	27
2019 Q3	$28.7M	Hold	243,500	–	–	1.16%	28
2019 Q2	$27.2M	Buy	243,500 +1,500	+0.6%	+$165K	1.08%	32
2019 Q1	$24.5M	Buy	242,000 +227,000	+1,513%	+$23.4M	1.01%	35
2018 Q4	$1.46M	Buy	15,000 +2,500	+20%	+$266K	0.07%	70
2018 Q3	$1.41M	Hold	12,500	–	–	0.06%	67
2018 Q2	$1.3M	Hold	12,500	–	–	0.06%	67
2018 Q1	$1.38M	Hold	12,500	–	–	0.06%	62
2017 Q4	$1.34M	Buy	+12,500	New	+$1.27M	0.06%	60

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wallace Weitz's JPM Position: Q2 2024 in Review

Wallace Weitz sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 20,500 shares — an estimated $4.11M sold.

Wallace Weitz first reported a position in JPM in Q4 2017 and held it in 26 quarters. The position peaked at $33.9M in Q4 2019. 4,173 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Wallace Weitz reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Wallace Weitz sold 20,500 JPMorgan Chase shares in Q2 2024, an estimated $4.11M.
Wallace Weitz first reported a position in JPMorgan Chase in Q4 2017 and held it in 26 quarters.
Wallace Weitz's JPMorgan Chase position peaked at $33.9M in Q4 2019.
4,173 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Weitz Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.