Gates Foundation Trust’s JPMorgan Chase JPM Stock Holding History

Gates Foundation Trust’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	-29,600	Closed	-$4.29M	–	48
2023 Q3	$4.29M	Buy	+29,600	New	+$4.44M	0.01%	31

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

Gates Foundation Trust's JPM Position: Q4 2023 in Review

Gates Foundation Trust sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 29,600 shares — an estimated $4.29M sold.

Gates Foundation Trust first reported a position in JPM in Q3 2023 and held it in 1 quarter. The position peaked at $4.29M in Q3 2023. 3,991 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Gates Foundation Trust reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Gates Foundation Trust sold 29,600 JPMorgan Chase shares in Q4 2023, an estimated $4.29M.
Gates Foundation Trust first reported a position in JPMorgan Chase in Q3 2023 and held it in 1 quarter.
Gates Foundation Trust's JPMorgan Chase position peaked at $4.29M in Q3 2023.
3,991 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.