Empyrean Capital Partners’s JPMorgan Chase JPM Stock Holding History

Empyrean Capital Partners’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	-128,000	Closed	-$18.6M	–	61
2023 Q3	$18.6M	Hold	128,000	–	–	1.15%	28
2023 Q2	$18.6M	Hold	128,000	–	–	0.84%	34
2023 Q1	$16.7M	Buy	+128,000	New	+$17.5M	0.57%	45
2020 Q4	–	Sell	-342,088	Closed	-$32.9M	–	136
2020 Q3	$32.9M	Buy	342,088 +13,105	+4%	+$1.29M	1.33%	29
2020 Q2	$30.9M	Buy	328,983 +9,894	+3%	+$939K	1.85%	17
2020 Q1	$28.7M	Buy	+319,089	New	+$38.8M	1.97%	11

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

Empyrean Capital Partners's JPM Position: Q4 2023 in Review

Empyrean Capital Partners sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 128,000 shares — an estimated $18.6M sold.

Empyrean Capital Partners first reported a position in JPM in Q1 2020 and held it in 6 quarters. The position peaked at $32.9M in Q3 2020. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Empyrean Capital Partners reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Empyrean Capital Partners sold 128,000 JPMorgan Chase shares in Q4 2023, an estimated $18.6M.
Empyrean Capital Partners first reported a position in JPMorgan Chase in Q1 2020 and held it in 6 quarters.
Empyrean Capital Partners's JPMorgan Chase position peaked at $32.9M in Q3 2020.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Empyrean Capital Partners's 13F filing for Q4 2023, filed 14 Feb 2024.