Fosun International’s JPMorgan Chase JPM Stock Holding History

Fosun International’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
2022 Q2	–	Sell	-20,440	Closed	-$2.85M	–	134
2022 Q1	$2.85M	Buy	20,440 +3,030	+17%	+$447K	0.25%	71
2021 Q4	$2.76M	Buy	17,410 +13,450	+340%	+$2.21M	0.16%	98
2021 Q3	$657K	Hold	3,960	–	–	0.03%	142
2021 Q2	$610K	Buy	3,960 +640	+19%	+$101K	0.04%	131
2021 Q1	$513K	Hold	3,320	–	–	0.04%	130
2020 Q4	$415	Hold	3,320	–	–	0.03%	146
2020 Q3	$317K	Hold	3,320	–	–	0.03%	157
2020 Q2	$309K	Sell	3,320 -3,860	-54%	-$366K	0.03%	168
2020 Q1	$671K	Sell	7,180 -18,650	-72%	-$2.27M	0.07%	105
2019 Q4	$3.59M	Buy	25,830 +8,800	+52%	+$1.13M	0.3%	38
2019 Q3	$2M	Sell	17,030 -250	-1%	-$28.3K	0.22%	61
2019 Q2	$1.88M	Buy	17,280 +3,956	+30%	+$436K	0.12%	111
2019 Q1	$1.34M	Sell	13,324 -11,686	-47%	-$1.2M	0.09%	133
2018 Q4	$2.43M	Buy	25,010 +17,780	+246%	+$1.89M	0.15%	76
2018 Q3	$828K	Buy	+7,230	New	+$821K	0.04%	156

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fosun International's JPM Position: Q2 2022 in Review

Fosun International sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 20,440 shares — an estimated $2.85M sold.

Fosun International first reported a position in JPM in Q3 2018 and held it in 15 quarters. The position peaked at $3.59M in Q4 2019. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Fosun International reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
Fosun International sold 20,440 JPMorgan Chase shares in Q2 2022, an estimated $2.85M.
Fosun International first reported a position in JPMorgan Chase in Q3 2018 and held it in 15 quarters.
Fosun International's JPMorgan Chase position peaked at $3.59M in Q4 2019.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Fosun International's 13F filing for Q2 2022, filed 10 Aug 2022.