CA
JPM icon

Capitolis Advisors’s JPMorgan Chase JPM Stock Holding History

Capitolis Advisors’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
Q4 		– Sell
-247,928
Closed -$25.9M – 35
2022
Q3 		$25.9M Hold
247,928
– – 1.84% 20
2022
Q2 		$27.9M Sell
247,928
-4,685
-2% -$580K 1.46% 20
2022
Q1 		$34.4M Sell
252,613
-333,141
-57% -$49.2M 1.73% 20
2021
Q4 		$92.8M Sell
585,754
-110,223
-16% -$18.1M 0.55% 43
2021
Q3 		$116M Sell
695,977
-2,211
-0.3% -$347K 1.05% 21
2021
Q2 		$109M Buy
698,188
+283,492
+68% +$44.5M 1.28% 15
2021
Q1 		$63.1M Sell
414,696
-229,724
-36% -$33M 1.09% 19
2020
Q4 		$81.9M Buy
+644,420
New +$72M 1.37% 14

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capitolis Advisors's JPM Position: Q4 2022 in Review

Capitolis Advisors sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 247,928 shares — an estimated $25.9M sold.

Capitolis Advisors first reported a position in JPM in Q4 2020 and held it in 8 quarters. The position peaked at $116M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

  • Capitolis Advisors reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
  • Capitolis Advisors sold 247,928 JPMorgan Chase shares in Q4 2022, an estimated $25.9M.
  • Capitolis Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 8 quarters.
  • Capitolis Advisors's JPMorgan Chase position peaked at $116M in Q3 2021.
  • 3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.