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Graticule Asia Macro Advisors’s JPMorgan Chase JPM Stock Holding History

Graticule Asia Macro Advisors’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
2021
Q4 		– Sell
-167,581
Closed -$27.4M – 87
2021
Q3 		$27.4M Buy
+167,581
New +$26.3M 5.1% 4
2017
Q4 		– Sell
-247,000
Closed -$23.6M – 74
2017
Q3 		$23.6M Buy
+247,000
New +$22.8M 1.08% 23
2017
Q2 		– Sell
-137,818
Closed -$12.1M – 133
2017
Q1 		$12.1M Buy
+137,818
New +$12.2M 0.7% 39

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Graticule Asia Macro Advisors's JPM Position: Q4 2021 in Review

Graticule Asia Macro Advisors sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 167,581 shares — an estimated $27.4M sold.

Graticule Asia Macro Advisors first reported a position in JPM in Q1 2017 and held it in 3 quarters. The position peaked at $27.4M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

  • Graticule Asia Macro Advisors reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
  • Graticule Asia Macro Advisors sold 167,581 JPMorgan Chase shares in Q4 2021, an estimated $27.4M.
  • Graticule Asia Macro Advisors first reported a position in JPMorgan Chase in Q1 2017 and held it in 3 quarters.
  • Graticule Asia Macro Advisors's JPMorgan Chase position peaked at $27.4M in Q3 2021.
  • 3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Graticule Asia Macro Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.