EJF Capital’s JPMorgan Chase JPM Stock Holding History

EJF Capital’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	-2,000	Closed	-$209K	–	105
2022 Q3	$209K	Hold	2,000	–	–	0.03%	110
2022 Q2	$225K	Buy	+2,000	New	+$248K	0.04%	110
2021 Q2	–	Sell	-75,000	Closed	-$11.4M	–	363
2021 Q1	$11.4M	Buy	+75,000	New	+$10.8M	0.82%	31
2020 Q4	–	Sell	-924,000	Closed	-$89M	–	223
2020 Q3	$89M	Buy	+924,000	New	+$90.7M	7.42%	1
2019 Q2	–	Sell	-2,000	Closed	-$202K	–	112
2019 Q1	$202K	Sell	2,000 -500	-20%	-$51.5K	0.02%	112
2018 Q4	$244K	Buy	+2,500	New	+$266K	0.03%	96
2014 Q1	–	Sell	-275,000	Closed	-$16.1M	–	150
2013 Q4	$16.1M	Buy	275,000 +125,000	+83%	+$6.85M	1.06%	17
2013 Q3	$7.75M	Buy	+150,000	New	+$8.05M	0.58%	43

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

EJF Capital's JPM Position: Q4 2022 in Review

EJF Capital sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 2,000 shares — an estimated $209K sold.

EJF Capital first reported a position in JPM in Q3 2013 and held it in 8 quarters. The position peaked at $89M in Q3 2020. 3,621 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

EJF Capital reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
EJF Capital sold 2,000 JPMorgan Chase shares in Q4 2022, an estimated $209K.
EJF Capital first reported a position in JPMorgan Chase in Q3 2013 and held it in 8 quarters.
EJF Capital's JPMorgan Chase position peaked at $89M in Q3 2020.
3,621 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on EJF Capital's 13F filing for Q4 2022, filed 14 Feb 2023.