BTG Pactual Global Asset Management’s JPMorgan Chase JPM Stock Holding History

BTG Pactual Global 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
2024 Q1	$1.38M	Buy	+6,907	New	+$1.25M	0.23%	91
2022 Q3	–	Sell	-8,127	Closed	-$915K	–	132
2022 Q2	$915K	Buy	+8,127	New	+$1.01M	0.17%	80
2020 Q3	–	Sell	-5,051	Closed	-$475K	–	149
2020 Q2	$475K	Buy	+5,051	New	+$479K	0.07%	97
2019 Q4	–	Sell	-11,710	Closed	-$1.5M	–	99
2019 Q3	$1.38M	Buy	+11,710	New	+$1.32M	0.61%	32
2016 Q4	–	Sell	-8,150	Closed	-$543K	–	46
2016 Q3	$543K	Buy	+8,150	New	+$531K	0.35%	45
2015 Q4	–	Sell	-7,600	Closed	-$463K	–	68
2015 Q3	$463K	Buy	+7,600	New	+$498K	0.04%	148

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

BTG Pactual Global Asset Management's JPM Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in JPMorgan Chase (JPM) in Q1 2024: 6,907 shares worth $1.38M. The stake represents 0.23% of the portfolio and ranks #91 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in JPM as recently as Q2 2022.

BTG Pactual Global Asset Management first reported a position in JPM in Q3 2015 and has held it in 6 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

BTG Pactual Global Asset Management held 6,907 shares of JPMorgan Chase worth $1.38M as of Q1 2024.
JPMorgan Chase was a new BTG Pactual Global Asset Management position in Q1 2024.
JPMorgan Chase made up 0.23% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #91 holding.
BTG Pactual Global Asset Management first reported a position in JPMorgan Chase in Q3 2015 and has held it in 6 quarters since.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.