Bill Gates’s JPMorgan Chase JPM Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-29,600	Closed	-$4.29M	–	48
2023 Q3	$4.29M	Buy	+29,600	New	+$4.44M	0.01%	31

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bill Gates's JPM Position: Q4 2023 in Review

Bill Gates sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 29,600 shares — an estimated $4.29M sold.

Bill Gates first reported a position in JPM in Q3 2023 and held it in 1 quarter. The position peaked at $4.29M in Q3 2023. 3,996 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Bill Gates reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 29,600 JPMorgan Chase shares in Q4 2023, an estimated $4.29M.
Bill Gates first reported a position in JPMorgan Chase in Q3 2023 and held it in 1 quarter.
Bill Gates's JPMorgan Chase position peaked at $4.29M in Q3 2023.
3,996 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.