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Caxton Associates (New York)’s JPMorgan Chase JPM Stock Holding History

Caxton Associates (New York)’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
2014
Q2 		– Sell
-250,000
Closed -$15.2M – 219
2014
Q1 		$15.2M Sell
250,000
-900,000
-78% -$52M 0.93% 24
2013
Q4 		$67.3M Buy
+1,150,000
New +$63M 2.14% 11

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caxton Associates (New York)'s JPM Position: Q3 2024 in Review

Caxton Associates (New York) sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 71,050 shares — an estimated $14.4M sold.

Caxton Associates (New York) first reported a position in JPM in Q4 2013 and held it in 22 quarters. The position peaked at $105M in Q3 2017. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Caxton Associates (New York) reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
  • Caxton Associates (New York) sold 71,050 JPMorgan Chase shares in Q3 2024, an estimated $14.4M.
  • Caxton Associates (New York) first reported a position in JPMorgan Chase in Q4 2013 and held it in 22 quarters.
  • Caxton Associates (New York)'s JPMorgan Chase position peaked at $105M in Q3 2017.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Caxton Associates (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.