Desjardins Global Asset Management’s JPMorgan Chase JPM Stock Holding History

Desjardins Global Asset 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
2023 Q4	$4.02M	Sell	23,648 -7,623	-24%	-$1.16M	0.43%	39
2023 Q3	$4.54M	Sell	31,271 -9,295	-23%	-$1.39M	0.49%	36
2023 Q2	$5.9M	Buy	40,566 +7,317	+22%	+$1.01M	0.68%	26
2023 Q1	$4.33M	Buy	33,249 +9,306	+39%	+$1.28M	0.55%	33
2022 Q4	$3.21M	Sell	23,943 -12,123	-34%	-$1.54M	0.51%	31
2022 Q3	$3.77M	Sell	36,066 -7,323	-17%	-$840K	0.48%	33
2022 Q2	$4.89M	Sell	43,389 -68,299	-61%	-$8.46M	0.64%	24
2022 Q1	$15.2M	Buy	111,688 +26,995	+32%	+$3.98M	1.33%	11
2021 Q4	$13.4M	Buy	+84,693	New	+$13.9M	1.15%	12

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Desjardins Global Asset Management's JPM Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its JPMorgan Chase (JPM) stake by 24% in Q4 2023, selling an estimated $1.16M and leaving 23,648 shares worth $4.02M. The position accounts for 0.43% of the portfolio, ranked #39.

Desjardins Global Asset Management first reported a position in JPM in Q4 2021 and has held it in 9 quarters since. The position peaked at $15.2M in Q1 2022. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Desjardins Global Asset Management held 23,648 shares of JPMorgan Chase worth $4.02M as of Q4 2023.
Desjardins Global Asset Management sold 7,623 JPMorgan Chase shares in Q4 2023, an estimated $1.16M.
JPMorgan Chase made up 0.43% of Desjardins Global Asset Management's portfolio in Q4 2023, its #39 holding.
Desjardins Global Asset Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's JPMorgan Chase position peaked at $15.2M in Q1 2022.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.