Echo Street Capital Management’s JPMorgan Chase JPM Stock Holding History

Echo Street Capital 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	–	Sell	-2,614	Closed	-$379K	–	225
2023 Q3	$379K	Buy	+2,614	New	+$392K	﹤0.01%	328
2023 Q2	–	Sell	-1,810	Closed	-$236K	–	531
2023 Q1	$236K	Buy	+1,810	New	+$248K	﹤0.01%	430
2022 Q3	–	Sell	-4,498	Closed	-$507K	–	626
2022 Q2	$507K	Buy	4,498 +2,318	+106%	+$287K	﹤0.01%	312
2022 Q1	$297K	Sell	2,180 -2,748	-56%	-$406K	﹤0.01%	503
2021 Q4	$780K	Buy	4,928 +1,917	+64%	+$315K	0.01%	314
2021 Q3	$493K	Sell	3,011 -2,419	-45%	-$379K	﹤0.01%	415
2021 Q2	$845K	Buy	5,430 +4,105	+310%	+$645K	0.01%	227
2021 Q1	$202K	Buy	+1,325	New	+$191K	﹤0.01%	487

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

Echo Street Capital Management's JPM Position: Q4 2023 in Review

Echo Street Capital Management sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 2,614 shares — an estimated $379K sold.

Echo Street Capital Management first reported a position in JPM in Q1 2021 and held it in 8 quarters. The position peaked at $845K in Q2 2021. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Echo Street Capital Management reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 2,614 JPMorgan Chase shares in Q4 2023, an estimated $379K.
Echo Street Capital Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 8 quarters.
Echo Street Capital Management's JPMorgan Chase position peaked at $845K in Q2 2021.
3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.