GJL
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Gendell Jeffrey L’s JPMorgan Chase JPM Stock Holding History

Gendell Jeffrey L’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
2018
Q1 		– Sell
-55,000
Closed -$5.88M – 72
2017
Q4 		$5.88M Hold
55,000
– – 0.41% 39
2017
Q3 		$5.25M Hold
55,000
– – 0.42% 35
2017
Q2 		$5.03M Hold
55,000
– – 0.36% 39
2017
Q1 		$4.83M Sell
55,000
-12,500
-19% -$1.1M 0.48% 39
2016
Q4 		$5.83M Sell
67,500
-112,500
-63% -$8.58M 0.68% 33
2016
Q3 		$12M Buy
180,000
+55,000
+44% +$3.59M 1.77% 11
2016
Q2 		$7.77M Hold
125,000
– – 1.59% 13
2016
Q1 		$7.4M Sell
125,000
-275,000
-69% -$16.1M 1.41% 19
2015
Q4 		$26.4M Buy
400,000
+75,000
+23% +$4.88M 4.83% 4
2015
Q3 		$19.8M Buy
325,000
+50,000
+18% +$3.27M 4.11% 5
2015
Q2 		$18.6M Sell
275,000
-220,000
-44% -$14.4M 3.15% 10
2015
Q1 		$30M Buy
495,000
+210,000
+74% +$12.4M 4.7% 4
2014
Q4 		$17.8M Sell
285,000
-960,000
-77% -$57.8M 2.99% 9
2014
Q3 		$75M Buy
1,245,000
+181,000
+17% +$10.6M 10.06% 4
2014
Q2 		$61.3M Hold
1,064,000
– – 8.52% 4
2014
Q1 		$64.6M Sell
1,064,000
-160,000
-13% -$9.25M 9.15% 4
2013
Q4 		$71.6M Buy
1,224,000
+120,000
+11% +$6.57M 11.83% 2
2013
Q3 		$57.1M Buy
1,104,000
+590,000
+115% +$31.6M 8.48% 2
2013
Q2 		$27.1M Buy
+514,000
New +$26.1M 5.1% 6

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gendell Jeffrey L's JPM Position: Q3 2021 in Review

Gendell Jeffrey L sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 80,000 shares — an estimated $12.4M sold.

Gendell Jeffrey L first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $18M in Q2 2015. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Gendell Jeffrey L reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Gendell Jeffrey L sold 80,000 JPMorgan Chase shares in Q3 2021, an estimated $12.4M.
  • Gendell Jeffrey L first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
  • Gendell Jeffrey L's JPMorgan Chase position peaked at $18M in Q2 2015.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Gendell Jeffrey L's 13F filing for Q3 2021, filed 12 Nov 2021.