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Exos TFP Holdings’s JPMorgan Chase JPM Stock Holding History

Exos TFP Holdings’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
Q2 		– Sell
-14,332
Closed -$1.87M – 322
2023
Q1 		$1.87M Buy
14,332
+7,494
+110% +$1.03M 0.47% 71
2022
Q4 		$917K Buy
6,838
+4,159
+155% +$527K 0.25% 112
2022
Q3 		$280K Buy
+2,679
New +$307K 0.13% 180

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Exos TFP Holdings's JPM Position: Q2 2023 in Review

Exos TFP Holdings sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 14,332 shares — an estimated $1.87M sold.

Exos TFP Holdings first reported a position in JPM in Q3 2022 and held it in 3 quarters. The position peaked at $1.87M in Q1 2023. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Exos TFP Holdings reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • Exos TFP Holdings sold 14,332 JPMorgan Chase shares in Q2 2023, an estimated $1.87M.
  • Exos TFP Holdings first reported a position in JPMorgan Chase in Q3 2022 and held it in 3 quarters.
  • Exos TFP Holdings's JPMorgan Chase position peaked at $1.87M in Q1 2023.
  • 3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Exos TFP Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.