Corvex Management’s JPMorgan Chase JPM Stock Holding History

Corvex 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
2022 Q4	–	Sell	-12,407	Closed	-$1.3M	–	36
2022 Q3	$1.3M	Buy	12,407 +1,500	+14%	+$172K	0.08%	29
2022 Q2	$1.23M	Hold	10,907	–	–	0.08%	31
2022 Q1	$1.49M	Sell	10,907 -415,491	-97%	-$61.3M	0.11%	28
2021 Q4	$67.5M	Buy	426,398 +3,400	+0.8%	+$558K	3.23%	13
2021 Q3	$69.2M	Buy	422,998 +1,398	+0.3%	+$219K	3.04%	18
2021 Q2	$65.6M	Hold	421,600	–	–	2.93%	14
2021 Q1	$64.2M	Buy	421,600 +55,000	+15%	+$7.91M	3.19%	9
2020 Q4	$46.6M	Buy	366,600 +104,600	+40%	+$11.7M	2.22%	14
2020 Q3	$25.2M	Hold	262,000	–	–	1.54%	24
2020 Q2	$24.6M	Buy	+262,000	New	+$24.9M	1.77%	20
2017 Q1	–	Sell	-1,782,084	Closed	-$154M	–	43
2016 Q4	$154M	Buy	1,782,084 +831,334	+87%	+$63.4M	2.99%	13
2016 Q3	$63.3M	Buy	+950,750	New	+$62M	1.19%	16
2013 Q3	–	Sell	-400,000	Closed	-$21.1M	–	77
2013 Q2	$21.1M	Buy	+400,000	New	+$20.3M	0.55%	46

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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