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Investidor Profissional Gestao de Recursos’s JPMorgan Chase JPM Stock Holding History

Investidor Profissional Gestao de Recursos’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
Q3 		– Sell
-55,936
Closed -$8.7M – 25
2021
Q2 		$8.7M Buy
55,936
+14,847
+36% +$2.33M 1.79% 17
2021
Q1 		$6.25M Sell
41,089
-23,555
-36% -$3.39M 1.97% 16
2020
Q4 		$8.21M Buy
64,644
+11,853
+22% +$1.32M 2.66% 16
2020
Q3 		$5.08M Buy
52,791
+36,218
+219% +$3.56M 2.25% 14
2020
Q2 		$1.56M Sell
16,573
-38,290
-70% -$3.63M 0.84% 17
2020
Q1 		$4.94M Buy
+54,863
New +$6.67M 2.7% 11
2019
Q4 		– Sell
-62,478
Closed -$7.35M – 20
2019
Q3 		$7.35M Sell
62,478
-15,128
-19% -$1.71M 3.56% 9
2019
Q2 		$8.68M Buy
77,606
+6,565
+9% +$724K 4.86% 12
2019
Q1 		$7.19M Sell
71,041
-9,342
-12% -$962K 3.99% 11
2018
Q4 		$7.85M Buy
+80,383
New +$8.56M 3.41% 12

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

Investidor Profissional Gestao de Recursos's JPM Position: Q3 2021 in Review

Investidor Profissional Gestao de Recursos sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 55,936 shares — an estimated $8.7M sold.

Investidor Profissional Gestao de Recursos first reported a position in JPM in Q4 2018 and held it in 10 quarters. The position peaked at $8.7M in Q2 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Investidor Profissional Gestao de Recursos reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Investidor Profissional Gestao de Recursos sold 55,936 JPMorgan Chase shares in Q3 2021, an estimated $8.7M.
  • Investidor Profissional Gestao de Recursos first reported a position in JPMorgan Chase in Q4 2018 and held it in 10 quarters.
  • Investidor Profissional Gestao de Recursos's JPMorgan Chase position peaked at $8.7M in Q2 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Investidor Profissional Gestao de Recursos's 13F filing for Q3 2021, filed 10 Nov 2022.