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AdamCapital Gestao de Recursos’s JPMorgan Chase JPM Stock Holding History

AdamCapital Gestao de Recursos’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
Q3 		– Sell
-145,224
Closed -$16.4M – 5
2022
Q2 		$16.4M Sell
145,224
-524,839
-78% -$65M 18.73% 2
2022
Q1 		$91.3M Buy
670,063
+152,665
+30% +$22.5M 21.43% 1
2021
Q4 		$81.9M Sell
517,398
-387,118
-43% -$63.6M 18.04% 1
2021
Q3 		$148M Buy
+904,516
New +$142M 17.08% 1
2021
Q2 		– Sell
-1,123,867
Closed -$171M – 27
2021
Q1 		$171M Sell
1,123,867
-388,415
-26% -$55.9M 20.56% 1
2020
Q4 		$192M Sell
1,512,282
-89,790
-6% -$10M 20.73% 1
2020
Q3 		$154M Sell
1,602,072
-262,000
-14% -$25.7M 21.2% 1
2020
Q2 		$175M Sell
1,864,072
-235,454
-11% -$22.3M 28.35% 1
2020
Q1 		$189M Buy
2,099,526
+779,085
+59% +$94.7M 33.06% 1
2019
Q4 		$184M Sell
1,320,441
-381,072
-22% -$48.9M 22.01% 1
2019
Q3 		$200M Sell
1,701,513
-347,358
-17% -$39.3M 22.53% 1
2019
Q2 		$229M Sell
2,048,871
-222,925
-10% -$24.6M 21.6% 1
2019
Q1 		$230M Sell
2,271,796
-326,471
-13% -$33.6M 18.55% 3
2018
Q4 		$254M Buy
2,598,267
+629,580
+32% +$67.1M 16.98% 1
2018
Q3 		$222M Sell
1,968,687
-1,091,575
-36% -$124M 14.25% 2
2018
Q2 		$319M Sell
3,060,262
-1,817,877
-37% -$199M 16.14% 2
2018
Q1 		$536M Buy
4,878,139
+2,426,870
+99% +$275M 19.1% 1
2017
Q4 		$262M Buy
+2,451,269
New +$248M 15.18% 1

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

AdamCapital Gestao de Recursos's JPM Position: Q3 2022 in Review

AdamCapital Gestao de Recursos sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 145,224 shares — an estimated $16.4M sold.

AdamCapital Gestao de Recursos first reported a position in JPM in Q4 2017 and held it in 18 quarters. The position peaked at $536M in Q1 2018. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • AdamCapital Gestao de Recursos reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • AdamCapital Gestao de Recursos sold 145,224 JPMorgan Chase shares in Q3 2022, an estimated $16.4M.
  • AdamCapital Gestao de Recursos first reported a position in JPMorgan Chase in Q4 2017 and held it in 18 quarters.
  • AdamCapital Gestao de Recursos's JPMorgan Chase position peaked at $536M in Q1 2018.
  • 3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on AdamCapital Gestao de Recursos's 13F filing for Q3 2022, filed 3 Nov 2022.