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Daniel Sundheim’s JPMorgan Chase JPM Stock Holding History

Daniel Sundheim’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
2021
Q1 		– Sell
-7,971,870
Closed -$1.01B – 55
2020
Q4 		$1.01B Buy
7,971,870
+394,870
+5% +$44.1M 4.78% 5
2020
Q3 		$729M Buy
7,577,000
+1,407,000
+23% +$138M 4.27% 7
2020
Q2 		$580M Buy
+6,170,000
New +$585M 4.33% 7

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daniel Sundheim's JPM Position: Q1 2021 in Review

Daniel Sundheim sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 7,971,870 shares — an estimated $1.01B sold.

Daniel Sundheim first reported a position in JPM in Q2 2020 and held it in 3 quarters. The position peaked at $1.01B in Q4 2020. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Daniel Sundheim reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Daniel Sundheim sold 7,971,870 JPMorgan Chase shares in Q1 2021, an estimated $1.01B.
  • Daniel Sundheim first reported a position in JPMorgan Chase in Q2 2020 and held it in 3 quarters.
  • Daniel Sundheim's JPMorgan Chase position peaked at $1.01B in Q4 2020.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on D1 Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.