JS Capital Management’s JPMorgan Chase JPM Stock Holding History

JS 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 Q4	–	Sell	-50,000	Closed	-$8.19M	–	40
2021 Q3	$8.19M	Sell	50,000 -120,000	-71%	-$18.8M	0.47%	31
2021 Q2	$26.4M	Hold	170,000	–	–	1.28%	18
2021 Q1	$25.9M	Sell	170,000 -60,000	-26%	-$8.63M	1.34%	19
2020 Q4	$29.2M	Buy	230,000 +90,000	+64%	+$10.1M	1.4%	18
2020 Q3	$13.5M	Buy	+140,000	New	+$13.7M	0.7%	22
2016 Q4	–	Sell	-65,000	Closed	-$4.33M	–	15
2016 Q3	$4.33M	Sell	65,000 -60,000	-48%	-$3.91M	1.66%	8
2016 Q2	$7.77M	Sell	125,000 -15,000	-11%	-$937K	1.5%	7
2016 Q1	$8.29M	Buy	140,000 +55,000	+65%	+$3.21M	1.49%	9
2015 Q4	$5.61M	Buy	85,000 +10,000	+13%	+$651K	1.33%	14
2015 Q3	$4.57M	Buy	75,000 +10,000	+15%	+$655K	0.76%	16
2015 Q2	$4.4M	Buy	65,000 +10,000	+18%	+$653K	0.88%	20
2015 Q1	$3.33M	Buy	+55,000	New	+$3.26M	0.84%	23
2014 Q1	–	Sell	-5,000	Closed	-$292K	–	66
2013 Q4	$292K	Buy	+5,000	New	+$274K	0.04%	54

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JS Capital Management's JPM Position: Q4 2021 in Review

JS Capital Management sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 50,000 shares — an estimated $8.19M sold.

JS Capital Management first reported a position in JPM in Q4 2013 and held it in 13 quarters. The position peaked at $29.2M in Q4 2020. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

JS Capital Management reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
JS Capital Management sold 50,000 JPMorgan Chase shares in Q4 2021, an estimated $8.19M.
JS Capital Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 13 quarters.
JS Capital Management's JPMorgan Chase position peaked at $29.2M in Q4 2020.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on JS Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.