Ardsley Advisory Partners’s JPMorgan Chase JPM Stock Holding History

Ardsley Advisory Partners’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
2020 Q3	–	Sell	-60,000	Closed	-$5.64M	–	168
2020 Q2	$5.64M	Buy	+60,000	New	+$5.69M	1.2%	23
2018 Q4	–	Sell	-6,000	Closed	-$677K	–	124
2018 Q3	$677K	Hold	6,000	–	–	0.09%	84
2018 Q2	$626K	Buy	6,000 +3,000	+100%	+$329K	0.09%	94
2018 Q1	$330K	Buy	+3,000	New	+$340K	0.05%	124
2015 Q4	–	Sell	-15,000	Closed	-$915K	–	170
2015 Q3	$915K	Buy	+15,000	New	+$982K	0.22%	62
2014 Q2	–	Sell	-5,000	Closed	-$304K	–	262
2014 Q1	$304K	Buy	+5,000	New	+$289K	0.05%	181

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ardsley Advisory Partners's JPM Position: Q3 2020 in Review

Ardsley Advisory Partners sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 60,000 shares — an estimated $5.64M sold.

Ardsley Advisory Partners first reported a position in JPM in Q1 2014 and held it in 6 quarters. The position peaked at $5.64M in Q2 2020. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Ardsley Advisory Partners reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Ardsley Advisory Partners sold 60,000 JPMorgan Chase shares in Q3 2020, an estimated $5.64M.
Ardsley Advisory Partners first reported a position in JPMorgan Chase in Q1 2014 and held it in 6 quarters.
Ardsley Advisory Partners's JPMorgan Chase position peaked at $5.64M in Q2 2020.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Ardsley Advisory Partners's 13F filing for Q3 2020, filed 13 Nov 2020.