HCL
JPM icon

Heard Capital LLC’s JPMorgan Chase JPM Stock Holding History

Heard Capital LLC’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
Q1 		– Sell
-2,300
Closed -$292K – 42
2020
Q4 		$292K Sell
2,300
-2,370
-51% -$265K 0.1% 24
2020
Q3 		$450K Buy
4,670
+2,333
+100% +$229K 0.19% 20
2020
Q2 		$220K Buy
2,337
+637
+37% +$60.4K 0.11% 21
2020
Q1 		$153K Buy
+1,700
New +$207K 0.09% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heard Capital LLC's JPM Position: Q1 2021 in Review

Heard Capital LLC sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 2,300 shares — an estimated $292K sold.

Heard Capital LLC first reported a position in JPM in Q1 2020 and held it in 4 quarters. The position peaked at $450K in Q3 2020. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Heard Capital LLC reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
  • Heard Capital LLC sold 2,300 JPMorgan Chase shares in Q1 2021, an estimated $292K.
  • Heard Capital LLC first reported a position in JPMorgan Chase in Q1 2020 and held it in 4 quarters.
  • Heard Capital LLC's JPMorgan Chase position peaked at $450K in Q3 2020.
  • 3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Heard Capital LLC's 13F filing for Q1 2021, filed 17 May 2021.