Lee Ainslie’s JPMorgan Chase JPM Stock Holding History

Lee Ainslie’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
2024 Q2	–	Sell	-2,263	Closed	-$453K	–	380
2024 Q1	$453K	Sell	2,263 -1,312	-37%	-$237K	0.01%	242
2023 Q4	$608K	Buy	+3,575	New	+$542K	0.01%	169
2021 Q2	–	Sell	-4,453	Closed	-$678K	–	771
2021 Q1	$678K	Buy	4,453 +3,795	+577%	+$546K	0.01%	348
2020 Q4	$84K	Sell	658 -808	-55%	-$90.3K	﹤0.01%	598
2020 Q3	$141K	Sell	1,466 -9,001	-86%	-$884K	﹤0.01%	508
2020 Q2	$985K	Buy	10,467 +5,207	+99%	+$494K	0.02%	328
2020 Q1	$474K	Buy	+5,260	New	+$639K	0.01%	391
2019 Q2	–	Sell	-133,570	Closed	-$13.5M	–	317
2019 Q1	$13.5M	Buy	+133,570	New	+$13.8M	0.18%	69

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Ainslie's JPM Position: Q2 2024 in Review

Lee Ainslie sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 2,263 shares — an estimated $453K sold.

Lee Ainslie first reported a position in JPM in Q1 2019 and held it in 8 quarters. The position peaked at $13.5M in Q1 2019. 4,173 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Lee Ainslie reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
Lee Ainslie sold 2,263 JPMorgan Chase shares in Q2 2024, an estimated $453K.
Lee Ainslie first reported a position in JPMorgan Chase in Q1 2019 and held it in 8 quarters.
Lee Ainslie's JPMorgan Chase position peaked at $13.5M in Q1 2019.
4,173 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Maverick Capital's 13F filing for Q2 2024, filed 14 Aug 2024.