Cantor Fitzgerald’s JPMorgan Chase JPM Stock Holding History

Cantor Fitzgerald’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	-390,700	Closed	-$56.7M	–	407
2023 Q3	$56.7M	Sell	390,700 -10,161	-3%	-$1.52M	1.52%	7
2023 Q2	$58.3M	Sell	400,861 -335	-0.1%	-$46.1K	1.33%	9
2023 Q1	$52.3M	Buy	401,196 +407	+0.1%	+$55.8K	1.11%	12
2022 Q4	$53.7M	Sell	400,789 -2,606	-0.6%	-$330K	1.16%	10
2022 Q3	$42.2M	Sell	403,395 -94,897	-19%	-$10.9M	0.92%	16
2022 Q2	$56.1M	Buy	+498,292	New	+$61.7M	1.09%	8

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Cantor Fitzgerald's JPM Position: Q4 2023 in Review

Cantor Fitzgerald sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 390,700 shares — an estimated $56.7M sold.

Cantor Fitzgerald first reported a position in JPM in Q2 2022 and held it in 6 quarters. The position peaked at $58.3M in Q2 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Cantor Fitzgerald reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 390,700 JPMorgan Chase shares in Q4 2023, an estimated $56.7M.
Cantor Fitzgerald first reported a position in JPMorgan Chase in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's JPMorgan Chase position peaked at $58.3M in Q2 2023.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.