LYNX CAPITAL GROUP LTD /ADV’s JPMorgan Chase JPM Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
2023 Q4	$2.57M	Buy	+15,130	New	+$2.29M	1.88%	17

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

LYNX CAPITAL GROUP LTD /ADV's JPM Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in JPMorgan Chase (JPM) in Q4 2023: 15,130 shares worth $2.57M. The stake represents 1.88% of the portfolio and ranks #17 among its holdings.

3,993 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

LYNX CAPITAL GROUP LTD /ADV held 15,130 shares of JPMorgan Chase worth $2.57M as of Q4 2023.
JPMorgan Chase was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
JPMorgan Chase made up 1.88% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #17 holding.
3,993 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.