JRCM
JPM icon

Jones Road Capital Management’s JPMorgan Chase JPM Stock Holding History

Jones Road Capital Management’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
-2,075
Closed -$323K – 71
2021
Q2 		$323K Sell
2,075
-1,725
-45% -$271K 0.11% 63
2021
Q1 		$578K Buy
+3,800
New +$547K 0.21% 58

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

Jones Road Capital Management's JPM Position: Q3 2021 in Review

Jones Road Capital Management sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 2,075 shares — an estimated $323K sold.

Jones Road Capital Management first reported a position in JPM in Q1 2021 and held it in 2 quarters. The position peaked at $578K in Q1 2021. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Jones Road Capital Management reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Jones Road Capital Management sold 2,075 JPMorgan Chase shares in Q3 2021, an estimated $323K.
  • Jones Road Capital Management first reported a position in JPMorgan Chase in Q1 2021 and held it in 2 quarters.
  • Jones Road Capital Management's JPMorgan Chase position peaked at $578K in Q1 2021.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Jones Road Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.