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Abacus FCF Advisors’s JPMorgan Chase JPM Stock Holding History

Abacus FCF 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
2023
Q1 		– Sell
-6,065
Closed -$813K – 147
2022
Q4 		$813K Sell
6,065
-8,372
-58% -$1.06M 0.53% 87
2022
Q3 		$1.51M Sell
14,437
-8,420
-37% -$966K 1.04% 16
2022
Q2 		$2.57M Sell
22,857
-936
-4% -$116K 1.58% 8
2022
Q1 		$3.24M Buy
23,793
+620
+3% +$91.5K 1.09% 16
2021
Q4 		$3.67M Sell
23,173
-2,701
-10% -$444K 1.8% 4
2021
Q3 		$4.22M Buy
25,874
+2,593
+11% +$407K 2.05% 3
2021
Q2 		$3.59M Sell
23,281
-1,727
-7% -$271K 1.83% 3
2021
Q1 		$3.88M Sell
25,008
-20,566
-45% -$2.96M 1.97% 2
2020
Q4 		$5.67M Buy
45,574
+12,867
+39% +$1.44M 3.31% 1
2020
Q3 		$3.31M Buy
32,707
+4,888
+18% +$480K 1.78% 6
2020
Q2 		$2.58M Sell
27,819
-1,240
-4% -$118K 2.45% 3
2020
Q1 		$2.65M Buy
29,059
+19,484
+203% +$2.37M 3.03% 2
2019
Q4 		$1.33M Sell
9,575
-222
-2% -$28.5K 1.05% 42
2019
Q3 		$1.15M Buy
9,797
+26
+0.3% +$2.94K 0.95% 79
2019
Q2 		$1.09M Sell
9,771
-1,110
-10% -$122K 0.9% 83
2019
Q1 		$1.1M Buy
10,881
+518
+5% +$53.4K 0.85% 86
2018
Q4 		$1.01M Buy
+10,363
New +$1.1M 0.93% 76
2017
Q3 		$292K Buy
3,060
+450
+17% +$41.5K 0.91% 81
2017
Q2 		$239K Buy
2,610
+1,335
+105% +$115K 0.93% 75
2017
Q1 		$112K Buy
+1,275
New +$112K 0.93% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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

Abacus FCF Advisors's JPM Position: Q1 2023 in Review

Abacus FCF Advisors sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 6,065 shares — an estimated $813K sold.

Abacus FCF Advisors first reported a position in JPM in Q1 2017 and held it in 20 quarters. The position peaked at $5.67M in Q4 2020. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Abacus FCF Advisors reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Abacus FCF Advisors sold 6,065 JPMorgan Chase shares in Q1 2023, an estimated $813K.
  • Abacus FCF Advisors first reported a position in JPMorgan Chase in Q1 2017 and held it in 20 quarters.
  • Abacus FCF Advisors's JPMorgan Chase position peaked at $5.67M in Q4 2020.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Abacus FCF Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.