Cowen and Company’s JPMorgan Chase JPM Stock Holding History

Cowen and Company’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	-5,775	Closed	-$603K	–	707
2022 Q3	$603K	Sell	5,775 -500	-8%	-$57.4K	0.06%	104
2022 Q2	$707K	Buy	+6,275	New	+$777K	0.07%	116
2022 Q1	–	Sell	-9,176	Closed	-$1.45M	–	674
2021 Q4	$1.45M	Buy	+9,176	New	+$1.51M	0.13%	142

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Cowen and Company's JPM Position: Q4 2022 in Review

Cowen and Company sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 5,775 shares — an estimated $603K sold.

Cowen and Company first reported a position in JPM in Q4 2021 and held it in 3 quarters. The position peaked at $1.45M in Q4 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Cowen and Company reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Cowen and Company sold 5,775 JPMorgan Chase shares in Q4 2022, an estimated $603K.
Cowen and Company first reported a position in JPMorgan Chase in Q4 2021 and held it in 3 quarters.
Cowen and Company's JPMorgan Chase position peaked at $1.45M in Q4 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Cowen and Company's 13F filing for Q4 2022, filed 9 Feb 2023.