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Ergoteles’s JPMorgan Chase JPM Stock Holding History

Ergoteles’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
Q1 		– Sell
-1,752
Closed -$235K – 1502
2022
Q4 		$235K Sell
1,752
-11,456
-87% -$1.45M 0.01% 1009
2022
Q3 		$1.38M Buy
+13,208
New +$1.52M 0.05% 373
2021
Q4 		– Sell
-210,083
Closed -$34.4M – 1419
2021
Q3 		$34.4M Buy
210,083
+170,968
+437% +$26.8M 1.26% 9
2021
Q2 		$6.08M Buy
+39,115
New +$6.14M 0.14% 194
2021
Q1 		– Sell
-78,029
Closed -$9.91M – 933
2020
Q4 		$9.91M Buy
+78,029
New +$8.72M 0.33% 81

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Ergoteles's JPM Position: Q1 2023 in Review

Ergoteles sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 1,752 shares — an estimated $235K sold.

Ergoteles first reported a position in JPM in Q4 2020 and held it in 5 quarters. The position peaked at $34.4M in Q3 2021. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Ergoteles reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 1,752 JPMorgan Chase shares in Q1 2023, an estimated $235K.
  • Ergoteles first reported a position in JPMorgan Chase in Q4 2020 and held it in 5 quarters.
  • Ergoteles's JPMorgan Chase position peaked at $34.4M in Q3 2021.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.