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Wunderlich Capital Managemnt’s JPMorgan Chase JPM Stock Holding History

Wunderlich Capital Managemnt’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 		$4.19M Sell
20,718
-335
-2% -$65.5K 1.87% 15
2024
Q1 		$4.22M Sell
21,053
-1,116
-5% -$201K 1.9% 15
2023
Q4 		$3.77M Sell
22,169
-715
-3% -$108K 1.7% 19
2023
Q3 		$3.32M Sell
22,884
-192
-0.8% -$28.8K 1.64% 25
2023
Q2 		$3.36M Sell
23,076
-44
-0.2% -$6.05K 1.65% 22
2023
Q1 		$3.01M Buy
23,120
+243
+1% +$33.3K 1.57% 24
2022
Q4 		$3.07M Buy
22,877
+115
+0.5% +$14.6K 1.71% 22
2022
Q3 		$2.38M Buy
22,762
+594
+3% +$68.2K 1.52% 26
2022
Q2 		$2.5M Buy
22,168
+275
+1% +$34.1K 1.45% 24
2022
Q1 		$2.98M Sell
21,893
-372
-2% -$54.9K 1.41% 26
2021
Q4 		$3.53M Sell
22,265
-221
-1% -$36.3K 1.57% 21
2021
Q3 		$3.68M Buy
22,486
+620
+3% +$97.2K 1.77% 15
2021
Q2 		$3.4M Buy
21,866
+14
+0.1% +$2.2K 1.72% 15
2021
Q1 		$3.33M Sell
21,852
-1,051
-5% -$151K 1.82% 13
2020
Q4 		$2.91M Sell
22,903
-21
-0.1% -$2.35K 1.61% 20
2020
Q3 		$2.21M Buy
22,924
+266
+1% +$26.1K 1.36% 26
2020
Q2 		$2.13M Buy
22,658
+155
+0.7% +$14.7K 1.5% 23
2020
Q1 		$2.03M Sell
22,503
-334
-1% -$40.6K 1.67% 16
2019
Q4 		$3.18M Buy
22,837
+6
+0% +$770 2.01% 6
2019
Q3 		$2.69M Buy
22,831
+149
+0.7% +$16.9K 1.85% 7
2019
Q2 		$2.54M Buy
22,682
+188
+0.8% +$20.7K 1.68% 9
2019
Q1 		$2.28M Buy
22,494
+266
+1% +$27.4K 1.59% 13
2018
Q4 		$2.17M Sell
22,228
-68
-0.3% -$7.25K 1.67% 9
2018
Q3 		$2.52M Sell
22,296
-985
-4% -$112K 1.78% 7
2018
Q2 		$2.56M Sell
23,281
-18
-0.1% -$1.98K 1.78% 8
2018
Q1 		$2.56M Sell
23,299
-467
-2% -$52.9K 1.76% 8
2017
Q4 		$2.54M Buy
23,766
+193
+0.8% +$19.5K 1.76% 9
2017
Q3 		$2.25M Sell
23,573
-274
-1% -$25.3K 1.68% 8
2017
Q2 		$2.18M Sell
23,847
-216
-0.9% -$18.6K 1.63% 8
2017
Q1 		$2.11M Buy
24,063
+86
+0.4% +$7.59K 1.65% 10
2016
Q4 		$2.07M Sell
23,977
-578
-2% -$44.1K 1.68% 8
2016
Q3 		$1.64M Buy
24,555
+520
+2% +$33.9K 1.3% 23
2016
Q2 		$1.49M Buy
24,035
+254
+1% +$15.9K 1.26% 28
2016
Q1 		$1.41M Buy
23,781
+491
+2% +$28.7K 1.21% 34
2015
Q4 		$1.54M Buy
23,290
+650
+3% +$42.3K 1.32% 21
2015
Q3 		$1.38M Buy
22,640
+93
+0.4% +$6.09K 1.28% 25
2015
Q2 		$1.53M Buy
22,547
+286
+1% +$18.7K 1.48% 15
2015
Q1 		$1.34M Buy
22,261
+112
+0.5% +$6.63K 1.21% 30
2014
Q4 		$1.39M Buy
22,149
+775
+4% +$46.6K 1.18% 34
2014
Q3 		$1.28M Buy
21,374
+71
+0.3% +$4.15K 1.15% 35
2014
Q2 		$1.23M Sell
21,303
-158
-0.7% -$8.88K 1.12% 49
2014
Q1 		$1.3M Sell
21,461
-122
-0.6% -$7.05K 1.23% 28
2013
Q4 		$1.26M Buy
+21,583
New +$1.18M 1.21% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wunderlich Capital Managemnt's JPM Position: Q2 2024 in Review

Wunderlich Capital Managemnt reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2024, selling an estimated $65.5K and leaving 20,718 shares worth $4.19M. The position accounts for 1.87% of the portfolio, ranked #15.

Wunderlich Capital Managemnt first reported a position in JPM in Q4 2013 and has held it in 43 quarters since. The position peaked at $4.22M in Q1 2024. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Wunderlich Capital Managemnt held 20,718 shares of JPMorgan Chase worth $4.19M as of Q2 2024.
  • Wunderlich Capital Managemnt sold 335 JPMorgan Chase shares in Q2 2024, an estimated $65.5K.
  • JPMorgan Chase made up 1.87% of Wunderlich Capital Managemnt's portfolio in Q2 2024, its #15 holding.
  • Wunderlich Capital Managemnt first reported a position in JPMorgan Chase in Q4 2013 and has held it in 43 quarters since.
  • Wunderlich Capital Managemnt's JPMorgan Chase position peaked at $4.22M in Q1 2024.
  • 4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2024, filed 14 Aug 2024.