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Ardevora Asset Management’s JPMorgan Chase JPM Stock Holding History

Ardevora 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
Q4 		$17M Sell
99,857
-78,045
-44% -$11.8M 1.51% 12
2023
Q3 		$25.8M Buy
+177,902
New +$26.7M 1.27% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ardevora Asset Management's JPM Position: Q4 2023 in Review

Ardevora Asset Management reduced its JPMorgan Chase (JPM) stake by 44% in Q4 2023, selling an estimated $11.8M and leaving 99,857 shares worth $17M. The position accounts for 1.51% of the portfolio, ranked #12.

Ardevora Asset Management first reported a position in JPM in Q3 2023 and has held it in 2 quarters since. The position peaked at $25.8M in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Ardevora Asset Management held 99,857 shares of JPMorgan Chase worth $17M as of Q4 2023.
  • Ardevora Asset Management sold 78,045 JPMorgan Chase shares in Q4 2023, an estimated $11.8M.
  • JPMorgan Chase made up 1.51% of Ardevora Asset Management's portfolio in Q4 2023, its #12 holding.
  • Ardevora Asset Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 2 quarters since.
  • Ardevora Asset Management's JPMorgan Chase position peaked at $25.8M in Q3 2023.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.