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
2020 Q1	–	Sell	-4,750,000	Closed	-$104M	–	250
2019 Q4	$104M	Buy	+4,750,000	New	+$609M	4.72%	2

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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.