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Aristotle Pacific Capital’s JPMorgan Chase JPM Stock Holding History

Aristotle Pacific Capital’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
-17,264
Closed -$1.94M – 11
2022
Q2 		$1.94M Hold
17,264
– – 1.42% 9
2022
Q1 		$2.35M Hold
17,264
– – 2.06% 9
2021
Q4 		$2.73M Buy
+17,264
New +$2.84M 1.95% 13
2021
Q1 		– Sell
-10,387
Closed -$1.32M – 22
2020
Q4 		$1.32M Buy
+10,387
New +$1.16M 0.86% 19

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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

Aristotle Pacific Capital's JPM Position: Q3 2022 in Review

Aristotle Pacific Capital sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 17,264 shares — an estimated $1.94M sold.

Aristotle Pacific Capital first reported a position in JPM in Q4 2020 and held it in 4 quarters. The position peaked at $2.73M in Q4 2021. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Aristotle Pacific Capital reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Aristotle Pacific Capital sold 17,264 JPMorgan Chase shares in Q3 2022, an estimated $1.94M.
  • Aristotle Pacific Capital first reported a position in JPMorgan Chase in Q4 2020 and held it in 4 quarters.
  • Aristotle Pacific Capital's JPMorgan Chase position peaked at $2.73M in Q4 2021.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Aristotle Pacific Capital's 13F filing for Q3 2022, filed 19 Oct 2022.