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Kepos Capital’s JPMorgan Chase JPM Stock Holding History

Kepos Capital’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
2020
Q3 		– Sell
-55,000
Closed -$5.17M – 286
2020
Q2 		$5.17M Buy
+55,000
New +$5.22M 0.67% 59
2019
Q3 		– Sell
-173,150
Closed -$19.4M – 363
2019
Q2 		$19.4M Buy
173,150
+59,764
+53% +$6.59M 1.97% 9
2019
Q1 		$11.5M Buy
+113,386
New +$11.7M 0.86% 17
2018
Q1 		– Sell
-45,383
Closed -$4.85M – 308
2017
Q4 		$4.85M Buy
45,383
+10,786
+31% +$1.09M 0.44% 23
2017
Q3 		$3.3M Buy
+34,597
New +$3.19M 0.55% 16

Other funds holding JPM

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kepos Capital's JPM Position: Q3 2020 in Review

Kepos Capital sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 55,000 shares — an estimated $5.17M sold.

Kepos Capital first reported a position in JPM in Q3 2017 and held it in 5 quarters. The position peaked at $19.4M in Q2 2019. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • Kepos Capital reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
  • Kepos Capital sold 55,000 JPMorgan Chase shares in Q3 2020, an estimated $5.17M.
  • Kepos Capital first reported a position in JPMorgan Chase in Q3 2017 and held it in 5 quarters.
  • Kepos Capital's JPMorgan Chase position peaked at $19.4M in Q2 2019.
  • 2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Kepos Capital's 13F filing for Q3 2020, filed 13 Nov 2020.