First Pacific Advisors’s JPMorgan Chase JPM Stock Holding History

First Pacific Advisors’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 Q3	–	Sell	-4,450	Closed	-$647K	–	110
2023 Q2	$647K	Hold	4,450	–	–	0.01%	75
2023 Q1	$580K	Sell	4,450 -2,550	-36%	-$349K	0.01%	86
2022 Q4	$939K	Hold	7,000	–	–	0.01%	99
2022 Q3	$732K	Buy	7,000 +4,600	+192%	+$528K	0.01%	120
2022 Q2	$270K	Buy	+2,400	New	+$297K	﹤0.01%	147
2020 Q3	–	Sell	-3,280	Closed	-$309K	–	150
2020 Q2	$309K	Sell	3,280 -3,100	-49%	-$294K	﹤0.01%	116
2020 Q1	$574K	Sell	6,380 -3,670	-37%	-$446K	0.01%	102
2019 Q4	$1.4M	Sell	10,050 -1,070	-10%	-$137K	0.01%	85
2019 Q3	$1.31M	Sell	11,120 -1,630	-13%	-$184K	0.01%	89
2019 Q2	$1.43M	Sell	12,750 -3,150	-20%	-$347K	0.01%	86
2019 Q1	$1.61M	Hold	15,900	–	–	0.01%	87
2018 Q4	$1.55M	Sell	15,900 -100	-0.6%	-$10.7K	0.01%	85
2018 Q3	$1.8M	Hold	16,000	–	–	0.01%	89
2018 Q2	$1.67M	Hold	16,000	–	–	0.01%	84
2018 Q1	$1.76M	Hold	16,000	–	–	0.01%	79
2017 Q4	$1.71M	Buy	+16,000	New	+$1.62M	0.01%	80

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Pacific Advisors's JPM Position: Q3 2023 in Review

First Pacific Advisors sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 4,450 shares — an estimated $647K sold.

First Pacific Advisors first reported a position in JPM in Q4 2017 and held it in 16 quarters. The position peaked at $1.8M in Q3 2018. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

First Pacific Advisors reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
First Pacific Advisors sold 4,450 JPMorgan Chase shares in Q3 2023, an estimated $647K.
First Pacific Advisors first reported a position in JPMorgan Chase in Q4 2017 and held it in 16 quarters.
First Pacific Advisors's JPMorgan Chase position peaked at $1.8M in Q3 2018.
3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on First Pacific Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.