Anson Funds Management’s JPMorgan Chase JPM Stock Holding History

Anson Funds 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
2022 Q3	–	Sell	-10,000	Closed	-$1.13M	–	294
2022 Q2	$1.13M	Buy	+10,000	New	+$1.24M	0.1%	150
2021 Q3	–	Sell	-20,000	Closed	-$3.11M	–	325
2021 Q2	$3.11M	Buy	+20,000	New	+$3.14M	0.3%	82
2021 Q1	–	Sell	-10,000	Closed	-$1.27M	–	273
2020 Q4	$1.27M	Buy	+10,000	New	+$1.12M	0.26%	92
2020 Q3	–	Sell	-15,000	Closed	-$1.41M	–	104
2020 Q2	$1.41M	Buy	+15,000	New	+$1.42M	0.36%	28
2018 Q1	–	Sell	-17,280	Closed	-$1.85M	–	41
2017 Q4	$1.85M	Hold	17,280	–	–	1.25%	19
2017 Q3	$1.65M	Hold	17,280	–	–	0.25%	37
2017 Q2	$1.58M	Sell	17,280 -12,720	-42%	-$1.1M	0.5%	26
2017 Q1	$2.63M	Hold	30,000	–	–	1.09%	20
2016 Q4	$2.59M	Hold	30,000	–	–	0.81%	22
2016 Q3	$2M	Hold	30,000	–	–	0.43%	28
2016 Q2	$1.86M	Hold	30,000	–	–	0.36%	35
2016 Q1	$1.78M	Hold	30,000	–	–	0.26%	36
2015 Q4	$1.98M	Hold	30,000	–	–	0.64%	31
2015 Q3	$1.83M	Hold	30,000	–	–	0.53%	36
2015 Q2	$2.03M	Hold	30,000	–	–	0.95%	28
2015 Q1	$1.82M	Hold	30,000	–	–	1.63%	20
2014 Q4	$1.88M	Buy	+30,000	New	+$1.81M	2.22%	15

Other funds holding JPM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Anson Funds Management's JPM Position: Q3 2022 in Review

Anson Funds Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 10,000 shares — an estimated $1.13M sold.

Anson Funds Management first reported a position in JPM in Q4 2014 and held it in 17 quarters. The position peaked at $3.11M in Q2 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Anson Funds Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Anson Funds Management sold 10,000 JPMorgan Chase shares in Q3 2022, an estimated $1.13M.
Anson Funds Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 17 quarters.
Anson Funds Management's JPMorgan Chase position peaked at $3.11M in Q2 2021.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Anson Funds Management's 13F filing for Q3 2022, filed 15 Nov 2022.