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	$5.51M	Buy	+27,500	New	+$4.96M	0.92%	37
2022 Q3	–	Sell	-140,000	Closed	-$15.8M	–	133
2022 Q2	$15.8M	Buy	140,000 +100,000	+250%	+$12.4M	2.92%	8
2022 Q1	$5.45M	Buy	+40,000	New	+$5.9M	0.72%	52
2021 Q4	–	Sell	-30,000	Closed	-$4.91M	–	93
2021 Q3	$4.91M	Buy	+30,000	New	+$4.7M	0.85%	53
2021 Q1	–	Sell	-50,000	Closed	-$6.35M	–	92
2020 Q4	$6.35M	Buy	+50,000	New	+$5.59M	0.89%	23
2020 Q3	–	Sell	-65,000	Closed	-$6.11M	–	150
2020 Q2	$6.11M	Buy	+65,000	New	+$6.17M	0.84%	39
2020 Q1	–	Sell	-35,000	Closed	-$4.88M	–	129
2019 Q4	$4.88M	Sell	35,000 -45,000	-56%	-$5.77M	0.8%	24
2019 Q3	$9.41M	Buy	+80,000	New	+$9.05M	4.19%	8

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 $1.66T 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. 4,111 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.
4,111 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.