Arabesque Asset Management’s JPMorgan Chase JPM Stock Holding History

Arabesque Asset 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
2023 Q1	–	Sell	-5,833	Closed	-$782K	–	73
2022 Q4	$782K	Buy	+5,833	New	+$739K	0.26%	106
2022 Q2	–	Sell	-20,285	Closed	-$2.77M	–	137
2022 Q1	$2.77M	Buy	20,285 +7,681	+61%	+$1.13M	0.96%	24
2021 Q4	$2M	Buy	12,604 +2,450	+24%	+$402K	0.58%	91
2021 Q3	$1.66M	Buy	+10,154	New	+$1.59M	0.56%	88
2019 Q1	–	Sell	-8,571	Closed	-$837K	–	105
2018 Q4	$837K	Buy	+8,571	New	+$913K	0.82%	50

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arabesque Asset Management's JPM Position: Q1 2023 in Review

Arabesque Asset Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 5,833 shares — an estimated $782K sold.

Arabesque Asset Management first reported a position in JPM in Q4 2018 and held it in 5 quarters. The position peaked at $2.77M in Q1 2022. 3,605 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Arabesque Asset Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Arabesque Asset Management sold 5,833 JPMorgan Chase shares in Q1 2023, an estimated $782K.
Arabesque Asset Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 5 quarters.
Arabesque Asset Management's JPMorgan Chase position peaked at $2.77M in Q1 2022.
3,605 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Arabesque Asset Management's 13F filing for Q1 2023.