GQG Partners
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GQG Partners’s JPMorgan Chase JPM Stock Holding History

GQG Partners’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
2024
Q3 		– Sell
-1,059,069
Closed -$214M – 86
2024
Q2 		$214M Buy
1,059,069
+1,016,684
+2,399% +$199M 0.32% 37
2024
Q1 		$8.49M Buy
42,385
+796
+2% +$144K 0.01% 49
2023
Q4 		$7.07M Buy
41,589
+8,313
+25% +$1.26M 0.02% 51
2023
Q3 		$4.83M Buy
33,276
+9,136
+38% +$1.37M 0.01% 57
2023
Q2 		$3.51M Buy
+24,140
New +$3.32M 0.01% 58
2022
Q3 		– Sell
-9,913
Closed -$1.12M – 94
2022
Q2 		$1.12M Buy
+9,913
New +$1.23M ﹤0.01% 68
2022
Q1 		– Sell
-5,095,612
Closed -$807M – 83
2021
Q4 		$807M Buy
5,095,612
+4,083,231
+403% +$671M 2% 16
2021
Q3 		$166M Buy
1,012,381
+1,005,667
+14,979% +$158M 0.45% 38
2021
Q2 		$1.04M Buy
+6,714
New +$1.05M ﹤0.01% 56
2018
Q4 		– Sell
-1,142,934
Closed -$129M – 55
2018
Q3 		$129M Buy
1,142,934
+430,330
+60% +$48.8M 2.1% 19
2018
Q2 		$66.7M Sell
712,604
-266,804
-27% -$29.3M 1.59% 23
2018
Q1 		$108M Buy
979,408
+742,425
+313% +$84.1M 2.79% 14
2017
Q4 		$25.3M Buy
236,983
+121,989
+106% +$12.4M 0.8% 31
2017
Q3 		$11M Buy
114,994
+91,495
+389% +$8.44M 0.39% 44
2017
Q2 		$2.15M Buy
23,499
+4,213
+22% +$364K 0.16% 44
2017
Q1 		$1.69M Buy
19,286
+2,484
+15% +$219K 0.38% 35
2016
Q4 		$1.45M Buy
+16,802
New +$1.28M 1.01% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners's JPM Position: Q3 2024 in Review

GQG Partners sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,059,069 shares — an estimated $214M sold.

GQG Partners first reported a position in JPM in Q4 2016 and held it in 17 quarters. The position peaked at $807M in Q4 2021. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • GQG Partners reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
  • GQG Partners sold 1,059,069 JPMorgan Chase shares in Q3 2024, an estimated $214M.
  • GQG Partners first reported a position in JPMorgan Chase in Q4 2016 and held it in 17 quarters.
  • GQG Partners's JPMorgan Chase position peaked at $807M in Q4 2021.
  • 4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on GQG Partners's 13F filing for Q3 2024, filed 13 Nov 2024.