A.R.T. Advisors’s JPMorgan Chase JPM Stock Holding History

A.R.T. Advisors’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 Q2	–	Sell	-1,595	Closed	-$243K	–	29
2021 Q1	$243K	Buy	+1,595	New	+$229K	1.32%	27
2019 Q2	–	Sell	-34,510	Closed	-$3.49M	–	1495
2019 Q1	$3.49M	Sell	34,510 -25,200	-42%	-$2.6M	0.21%	115
2018 Q4	$5.83M	Sell	59,710 -9,100	-13%	-$970K	0.37%	33
2018 Q3	$7.76M	Buy	+68,810	New	+$7.81M	0.35%	47
2018 Q1	–	Sell	-89,210	Closed	-$9.54M	–	1634
2017 Q4	$9.54M	Buy	89,210 +9,700	+12%	+$982K	0.42%	19
2017 Q3	$7.59M	Buy	+79,510	New	+$7.33M	0.39%	34
2017 Q1	–	Sell	-159,800	Closed	-$13.8M	–	1567
2016 Q4	$13.8M	Buy	159,800 +138,200	+640%	+$10.5M	0.82%	2
2016 Q3	$1.44M	Sell	21,600 -31,624	-59%	-$2.06M	0.47%	32
2016 Q2	$3.31M	Buy	+53,224	New	+$3.32M	0.17%	158
2016 Q1	–	Sell	-37,224	Closed	-$2.46M	–	1516
2015 Q4	$2.46M	Buy	+37,224	New	+$2.42M	0.12%	231
2014 Q1	–	Sell	-58,516	Closed	-$3.42M	–	1445
2013 Q4	$3.42M	Buy	+58,516	New	+$3.21M	0.18%	151

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

A.R.T. Advisors's JPM Position: Q2 2021 in Review

A.R.T. Advisors sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 1,595 shares — an estimated $243K sold.

A.R.T. Advisors first reported a position in JPM in Q4 2013 and held it in 11 quarters. The position peaked at $13.8M in Q4 2016. 3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

A.R.T. Advisors reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
A.R.T. Advisors sold 1,595 JPMorgan Chase shares in Q2 2021, an estimated $243K.
A.R.T. Advisors first reported a position in JPMorgan Chase in Q4 2013 and held it in 11 quarters.
A.R.T. Advisors's JPMorgan Chase position peaked at $13.8M in Q4 2016.
3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on A.R.T. Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.