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Athanor Capital’s JPMorgan Chase JPM Stock Holding History

Athanor 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
2021
Q1 		– Sell
-9,056
Closed -$1.15M – 938
2020
Q4 		$1.15M Buy
+9,056
New +$1.01M 0.03% 282
2020
Q3 		– Sell
-24,005
Closed -$2.26M – 609
2020
Q2 		$2.26M Buy
+24,005
New +$2.28M 0.11% 106
2020
Q1 		– Sell
-127,300
Closed -$17.7M – 251
2019
Q4 		$17.7M Buy
127,300
+117,000
+1,136% +$15M 0.81% 34
2019
Q3 		$1.21M Buy
+10,300
New +$1.17M 0.08% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Athanor Capital's JPM Position: Q1 2021 in Review

Athanor Capital sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 9,056 shares — an estimated $1.15M sold.

Athanor Capital first reported a position in JPM in Q3 2019 and held it in 4 quarters. The position peaked at $17.7M in Q4 2019. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Athanor Capital reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Athanor Capital sold 9,056 JPMorgan Chase shares in Q1 2021, an estimated $1.15M.
  • Athanor Capital first reported a position in JPMorgan Chase in Q3 2019 and held it in 4 quarters.
  • Athanor Capital's JPMorgan Chase position peaked at $17.7M in Q4 2019.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.