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Leverage Partners Absolute Return Fund SPC’s JPMorgan Chase JPM Stock Holding History

Leverage Partners Absolute Return Fund SPC’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
-10,000
Closed -$1.55M – 93
2021
Q2 		$1.55M Buy
+10,000
New +$1.57M 1.07% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Leverage Partners Absolute Return Fund SPC's JPM Position: Q3 2021 in Review

Leverage Partners Absolute Return Fund SPC sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 10,000 shares — an estimated $1.55M sold.

Leverage Partners Absolute Return Fund SPC first reported a position in JPM in Q2 2021 and held it in 1 quarter. The position peaked at $1.55M in Q2 2021. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Leverage Partners Absolute Return Fund SPC reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Leverage Partners Absolute Return Fund SPC sold 10,000 JPMorgan Chase shares in Q3 2021, an estimated $1.55M.
  • Leverage Partners Absolute Return Fund SPC first reported a position in JPMorgan Chase in Q2 2021 and held it in 1 quarter.
  • Leverage Partners Absolute Return Fund SPC's JPMorgan Chase position peaked at $1.55M in Q2 2021.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Leverage Partners Absolute Return Fund SPC's 13F filing for Q3 2021, filed 28 Oct 2021.