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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 3,235 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.
3,235 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.