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Engine No 1 LLC’s JPMorgan Chase JPM Stock Holding History

Engine No 1 LLC’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
Q1 		– Sell
-20,250
Closed -$3.21M – 155
2021
Q4 		$3.21M Buy
20,250
+4,149
+26% +$681K 0.66% 21
2021
Q3 		$2.64M Buy
16,101
+6,427
+66% +$1.01M 0.68% 21
2021
Q2 		$1.5M Buy
+9,674
New +$1.52M 0.41% 23

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engine No 1 LLC's JPM Position: Q1 2022 in Review

Engine No 1 LLC sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 20,250 shares — an estimated $3.21M sold.

Engine No 1 LLC first reported a position in JPM in Q2 2021 and held it in 3 quarters. The position peaked at $3.21M in Q4 2021. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Engine No 1 LLC reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Engine No 1 LLC sold 20,250 JPMorgan Chase shares in Q1 2022, an estimated $3.21M.
  • Engine No 1 LLC first reported a position in JPMorgan Chase in Q2 2021 and held it in 3 quarters.
  • Engine No 1 LLC's JPMorgan Chase position peaked at $3.21M in Q4 2021.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Engine No 1 LLC's 13F filing for Q1 2022, filed 13 May 2022.