Blueshift Asset Management’s JPMorgan Chase JPM Stock Holding History

Blueshift Asset Management’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	-18,304	Closed	-$2.06M	–	736
2022 Q2	$2.06M	Sell	18,304 -18,067	-50%	-$2.24M	0.34%	69
2022 Q1	$4.96M	Buy	+36,371	New	+$5.37M	0.45%	43
2021 Q4	–	Sell	-2,822	Closed	-$462K	–	1049
2021 Q3	$462K	Sell	2,822 -49,816	-95%	-$7.81M	0.03%	658
2021 Q2	$8.19M	Sell	52,638 -23,800	-31%	-$3.74M	0.45%	57
2021 Q1	$11.6M	Buy	+76,438	New	+$11M	1.19%	3
2020 Q3	–	Sell	-78,188	Closed	-$7.35M	–	689
2020 Q2	$7.35M	Buy	+78,188	New	+$7.42M	1.19%	6
2019 Q3	–	Sell	-3,855	Closed	-$431K	–	840
2019 Q2	$431K	Buy	3,855 +87	+2%	+$9.59K	0.06%	445
2019 Q1	$381K	Sell	3,768 -10,345	-73%	-$1.07M	0.05%	463
2018 Q4	$1.38M	Buy	+14,113	New	+$1.5M	0.26%	92

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blueshift Asset Management's JPM Position: Q3 2022 in Review

Blueshift Asset Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 18,304 shares — an estimated $2.06M sold.

Blueshift Asset Management first reported a position in JPM in Q4 2018 and held it in 9 quarters. The position peaked at $11.6M in Q1 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Blueshift Asset Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Blueshift Asset Management sold 18,304 JPMorgan Chase shares in Q3 2022, an estimated $2.06M.
Blueshift Asset Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 9 quarters.
Blueshift Asset Management's JPMorgan Chase position peaked at $11.6M in Q1 2021.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Blueshift Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.