JPG
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Jordan Park Group’s JPMorgan Chase JPM Stock Holding History

Jordan Park 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
2021
Q3 		– Sell
-5,359
Closed -$834K – 73
2021
Q2 		$834K Buy
5,359
+44
+0.8% +$6.91K 1.88% 10
2021
Q1 		$809K Buy
+5,315
New +$765K 2.41% 7
2019
Q3 		– Sell
-2,020
Closed -$226K – 39
2019
Q2 		$226K Buy
+2,020
New +$223K 0.02% 39

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

Jordan Park Group's JPM Position: Q3 2021 in Review

Jordan Park Group sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 5,359 shares — an estimated $834K sold.

Jordan Park Group first reported a position in JPM in Q2 2019 and held it in 3 quarters. The position peaked at $834K in Q2 2021. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Jordan Park Group reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Jordan Park Group sold 5,359 JPMorgan Chase shares in Q3 2021, an estimated $834K.
  • Jordan Park Group first reported a position in JPMorgan Chase in Q2 2019 and held it in 3 quarters.
  • Jordan Park Group's JPMorgan Chase position peaked at $834K in Q2 2021.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Jordan Park Group's 13F filing for Q3 2021, filed 19 Oct 2021.