Duality Advisers’s JPMorgan Chase JPM Stock Holding History

Duality Advisers’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 Q3	–	Sell	-51,003	Closed	-$5.74M	–	642
2022 Q2	$5.74M	Buy	+51,003	New	+$6.32M	0.57%	9
2022 Q1	–	Sell	-25,323	Closed	-$4.01M	–	731
2021 Q4	$4.01M	Buy	+25,323	New	+$4.16M	0.43%	63
2021 Q3	–	Sell	-52,352	Closed	-$8.14M	–	627
2021 Q2	$8.14M	Buy	+52,352	New	+$8.22M	0.72%	13
2020 Q3	–	Sell	-6,720	Closed	-$632K	–	617
2020 Q2	$632K	Buy	+6,720	New	+$638K	0.06%	291
2020 Q1	–	Sell	-10,502	Closed	-$1.46M	–	172
2019 Q4	$1.46M	Sell	10,502 -48,478	-82%	-$6.22M	0.09%	230
2019 Q3	$6.94M	Buy	+58,980	New	+$6.67M	0.39%	74

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Duality Advisers's JPM Position: Q3 2022 in Review

Duality Advisers sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 51,003 shares — an estimated $5.74M sold.

Duality Advisers first reported a position in JPM in Q3 2019 and held it in 6 quarters. The position peaked at $8.14M in Q2 2021. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Duality Advisers reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Duality Advisers sold 51,003 JPMorgan Chase shares in Q3 2022, an estimated $5.74M.
Duality Advisers first reported a position in JPMorgan Chase in Q3 2019 and held it in 6 quarters.
Duality Advisers's JPMorgan Chase position peaked at $8.14M in Q2 2021.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.