WAC
JPM icon

William Allan Corp’s JPMorgan Chase JPM Stock Holding History

William Allan Corp’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
Q2 		– Sell
-5,519
Closed -$752K – 48
2022
Q1 		$752K Sell
5,519
-29
-0.5% -$4.28K 0.57% 38
2021
Q4 		$879K Buy
+5,548
New +$911K 0.62% 35

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Allan Corp's JPM Position: Q2 2022 in Review

William Allan Corp sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 5,519 shares — an estimated $752K sold.

William Allan Corp first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $879K in Q4 2021. 3,422 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • William Allan Corp reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
  • William Allan Corp sold 5,519 JPMorgan Chase shares in Q2 2022, an estimated $752K.
  • William Allan Corp first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
  • William Allan Corp's JPMorgan Chase position peaked at $879K in Q4 2021.
  • 3,422 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on William Allan Corp's 13F filing for Q2 2022, filed 25 Jul 2022.