Azora Capital LP’s JPMorgan Chase JPM Stock Holding History

Azora Capital LP’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
2024 Q3	–	Sell	-84,210	Closed	-$17M	–	58
2024 Q2	$17M	Buy	84,210 +27,917	+50%	+$5.46M	0.78%	35
2024 Q1	$11.3M	Sell	56,293 -218,714	-80%	-$39.5M	0.82%	34
2023 Q4	$46.8M	Sell	275,007 -19,024	-6%	-$2.88M	4.02%	10
2023 Q3	$42.6M	Buy	+294,031	New	+$44.1M	4.56%	5
2020 Q2	–	Sell	-335,788	Closed	-$30.2M	–	53
2020 Q1	$30.2M	Buy	+335,788	New	+$40.8M	11.7%	1
2019 Q2	–	Sell	-162,168	Closed	-$16.4M	–	40
2019 Q1	$16.4M	Buy	162,168 +68,598	+73%	+$7.07M	2.69%	14
2018 Q4	$9.13M	Buy	+93,570	New	+$9.97M	1.46%	21

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Azora Capital LP's JPM Position: Q3 2024 in Review

Azora Capital LP sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 84,210 shares — an estimated $17M sold.

Azora Capital LP first reported a position in JPM in Q4 2018 and held it in 7 quarters. The position peaked at $46.8M in Q4 2023. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Azora Capital LP reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Azora Capital LP sold 84,210 JPMorgan Chase shares in Q3 2024, an estimated $17M.
Azora Capital LP first reported a position in JPMorgan Chase in Q4 2018 and held it in 7 quarters.
Azora Capital LP's JPMorgan Chase position peaked at $46.8M in Q4 2023.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Azora Capital LP's 13F filing for Q3 2024, filed 14 Nov 2024.