Fund Management at Engine No 1’s JPMorgan Chase JPM Stock Holding History

Fund Management at Engine No 1’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	-41,561	Closed	-$6.03M	–	222
2023 Q3	$6.03M	Buy	41,561 +3,517	+9%	+$527K	0.92%	22
2023 Q2	$5.53M	Buy	38,044 +2,467	+7%	+$339K	1.02%	19
2023 Q1	$4.64M	Buy	35,577 +3,288	+10%	+$451K	0.93%	22
2022 Q4	$4.33M	Buy	32,289 +4,093	+15%	+$519K	1.06%	18
2022 Q3	$2.95M	Sell	28,196 -1,460	-5%	-$168K	0.87%	23
2022 Q2	$3.34M	Buy	29,656 +4,637	+19%	+$575K	0.88%	24
2022 Q1	$3.41M	Buy	+25,019	New	+$3.69M	0.86%	25

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

Fund Management at Engine No 1's JPM Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 41,561 shares — an estimated $6.03M sold.

Fund Management at Engine No 1 first reported a position in JPM in Q1 2022 and held it in 7 quarters. The position peaked at $6.03M in Q3 2023. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Fund Management at Engine No 1 reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 41,561 JPMorgan Chase shares in Q4 2023, an estimated $6.03M.
Fund Management at Engine No 1 first reported a position in JPMorgan Chase in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's JPMorgan Chase position peaked at $6.03M in Q3 2023.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.