GCMG
JPM icon

Gyroscope Capital Management Group’s JPMorgan Chase JPM Stock Holding History

Gyroscope Capital Management Group’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
2019
Q1 		– Sell
-640,000
Closed -$12K – 155
2018
Q4 		$12K Buy
+640,000
New +$68.2M ﹤0.01% 157
2018
Q2 		– Sell
-6,400
Closed -$8K – 123
2018
Q1 		$8K Buy
+6,400
New +$725K ﹤0.01% 109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gyroscope Capital Management Group's JPM Position: Q3 2023 in Review

Gyroscope Capital Management Group reduced its JPMorgan Chase (JPM) stake by 2.3% in Q3 2023, selling an estimated $255K and leaving 71,714 shares worth $10.4M. The position accounts for 2.39% of the portfolio, ranked #6.

Gyroscope Capital Management Group first reported a position in JPM in Q4 2014 and has held it in 35 quarters since. The position peaked at $10.7M in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Gyroscope Capital Management Group held 71,714 shares of JPMorgan Chase worth $10.4M as of Q3 2023.
  • Gyroscope Capital Management Group sold 1,704 JPMorgan Chase shares in Q3 2023, an estimated $255K.
  • JPMorgan Chase made up 2.39% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #6 holding.
  • Gyroscope Capital Management Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 35 quarters since.
  • Gyroscope Capital Management Group's JPMorgan Chase position peaked at $10.7M in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.