FengHe Fund Management’s JPMorgan Chase JPM Stock Holding History

FengHe Fund Management’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	-26,800	Closed	-$3.89M	–	21
2023 Q3	$3.89M	Buy	26,800 +12,200	+84%	+$1.83M	0.92%	14
2023 Q2	$2.12M	Hold	14,600	–	–	0.42%	15
2023 Q1	$1.9M	Buy	+14,600	New	+$2M	0.43%	14

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

FengHe Fund Management's JPM Position: Q4 2023 in Review

FengHe Fund Management sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 26,800 shares — an estimated $3.89M sold.

FengHe Fund Management first reported a position in JPM in Q1 2023 and held it in 3 quarters. The position peaked at $3.89M in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

FengHe Fund Management reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
FengHe Fund Management sold 26,800 JPMorgan Chase shares in Q4 2023, an estimated $3.89M.
FengHe Fund Management first reported a position in JPMorgan Chase in Q1 2023 and held it in 3 quarters.
FengHe Fund Management's JPMorgan Chase position peaked at $3.89M in Q3 2023.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on FengHe Fund Management's 13F filing for Q4 2023, filed 22 Jan 2024.