3LCM
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3D/L Capital Management’s JPMorgan Chase JPM Stock Holding History

3D/L Capital Management’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
2021
Q1 		– Sell
-4,084
Closed -$511K – 141
2020
Q4 		$511K Buy
+4,084
New +$456K 0.63% 53

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

3D/L Capital Management's JPM Position: Q1 2021 in Review

3D/L Capital Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 4,084 shares — an estimated $511K sold.

3D/L Capital Management first reported a position in JPM in Q4 2020 and held it in 1 quarter. The position peaked at $511K in Q4 2020. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • 3D/L Capital Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • 3D/L Capital Management sold 4,084 JPMorgan Chase shares in Q1 2021, an estimated $511K.
  • 3D/L Capital Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 1 quarter.
  • 3D/L Capital Management's JPMorgan Chase position peaked at $511K in Q4 2020.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on 3D/L Capital Management's 13F filing for Q1 2021, filed 13 May 2021.