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	–	35
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	0.09%	28
2021 Q4	$67.5M	Buy	426,398 +3,400	+0.8%	+$558K	2.66%	13
2021 Q3	$69.2M	Buy	422,998 +1,398	+0.3%	+$219K	2.14%	18
2021 Q2	$65.6M	Hold	421,600	–	–	2.19%	14
2021 Q1	$64.2M	Buy	421,600 +55,000	+15%	+$7.91M	3.16%	9
2020 Q4	$46.6M	Buy	366,600 +104,600	+40%	+$11.7M	1.66%	14
2020 Q3	$25.2M	Hold	262,000	–	–	1.45%	24
2020 Q2	$24.6M	Buy	+262,000	New	+$24.9M	1.5%	20
2017 Q1	–	Sell	-1,782,084	Closed	-$154M	–	42
2016 Q4	$154M	Buy	1,782,084 +831,334	+87%	+$63.4M	2.63%	13
2016 Q3	$63.3M	Buy	+950,750	New	+$62M	1.19%	16
2013 Q3	–	Sell	-400,000	Closed	-$21.1M	–	73
2013 Q2	$21.1M	Buy	+400,000	New	+$20.3M	0.4%	46

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Corvex Management's JPM Position: Q4 2022 in Review

Corvex Management sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 12,407 shares — an estimated $1.3M sold.

Corvex Management first reported a position in JPM in Q2 2013 and held it in 13 quarters. The position peaked at $154M in Q4 2016. 3,624 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Corvex Management reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Corvex Management sold 12,407 JPMorgan Chase shares in Q4 2022, an estimated $1.3M.
Corvex Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 13 quarters.
Corvex Management's JPMorgan Chase position peaked at $154M in Q4 2016.
3,624 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Corvex Management's 13F filing for Q4 2022, filed 14 Feb 2023.