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Eminence Capital’s JPMorgan Chase JPM Stock Holding History

Eminence 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
2020
Q4 		– Sell
-1,493,539
Closed -$144M – 87
2020
Q3 		$144M Buy
1,493,539
+90,872
+6% +$8.92M 1.41% 17
2020
Q2 		$132M Buy
1,402,667
+909,372
+184% +$86.3M 1.31% 25
2020
Q1 		$44.4M Buy
+493,295
New +$59.9M 0.49% 69
2015
Q3 		– Sell
-2,487,005
Closed -$169M – 62
2015
Q2 		$169M Buy
+2,487,005
New +$162M 2.4% 14
2013
Q4 		– Sell
-1,662,275
Closed -$85.9M – 63
2013
Q3 		$85.9M Buy
1,662,275
+13,588
+0.8% +$729K 1.9% 23
2013
Q2 		$87M Buy
+1,648,687
New +$83.8M 2.14% 18

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eminence Capital's JPM Position: Q4 2020 in Review

Eminence Capital sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 1,493,539 shares — an estimated $144M sold.

Eminence Capital first reported a position in JPM in Q2 2013 and held it in 6 quarters. The position peaked at $169M in Q2 2015. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Eminence Capital reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Eminence Capital sold 1,493,539 JPMorgan Chase shares in Q4 2020, an estimated $144M.
  • Eminence Capital first reported a position in JPMorgan Chase in Q2 2013 and held it in 6 quarters.
  • Eminence Capital's JPMorgan Chase position peaked at $169M in Q2 2015.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Eminence Capital's 13F filing for Q4 2020, filed 16 Feb 2021.