Equitec Proprietary Markets’s JPMorgan Chase JPM Stock Holding History

Equitec Proprietary Markets’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	-9,700	Closed	-$1.41M	–	121
2023 Q3	$1.41M	Buy	+9,700	New	+$1.45M	0.35%	30
2022 Q3	–	Sell	-7,500	Closed	-$845K	–	266
2022 Q2	$845K	Buy	+7,500	New	+$929K	0.24%	59
2022 Q1	–	Sell	-1,757	Closed	-$278K	–	340
2021 Q4	$278K	Buy	+1,757	New	+$289K	0.04%	103
2015 Q1	–	Sell	-33,747	Closed	-$2.11M	–	350
2014 Q4	$2.11M	Buy	+33,747	New	+$2.03M	0.09%	51

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

Equitec Proprietary Markets's JPM Position: Q4 2023 in Review

Equitec Proprietary Markets sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 9,700 shares — an estimated $1.41M sold.

Equitec Proprietary Markets first reported a position in JPM in Q4 2014 and held it in 4 quarters. The position peaked at $2.11M in Q4 2014. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Equitec Proprietary Markets reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Equitec Proprietary Markets sold 9,700 JPMorgan Chase shares in Q4 2023, an estimated $1.41M.
Equitec Proprietary Markets first reported a position in JPMorgan Chase in Q4 2014 and held it in 4 quarters.
Equitec Proprietary Markets's JPMorgan Chase position peaked at $2.11M in Q4 2014.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Equitec Proprietary Markets's 13F filing for Q4 2023, filed 29 Jan 2024.