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M&G Investment Management’s JPMorgan Chase JPM Stock Holding History

M&G Investment 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
2023
Q4 		$163M Sell
955,910
-116,715
-11% -$17.7M 0.58% 28
2023
Q3 		$156M Sell
1,072,625
-448,085
-29% -$67.2M 0.7% 26
2023
Q2 		$221M Sell
1,520,710
-213,004
-12% -$29.3M 0.88% 14
2023
Q1 		$225M Buy
1,733,714
+152,112
+10% +$20.8M 1.06% 12
2022
Q4 		$212M Buy
1,581,602
+323,556
+26% +$41M 1.05% 15
2022
Q3 		$132K Buy
1,258,046
+95,972
+8% +$11M 0.77% 24
2022
Q2 		$131K Buy
1,162,074
+253,321
+28% +$31.4M 0.78% 26
2022
Q1 		$124K Buy
908,753
+26,847
+3% +$3.96M 0.24% 31
2021
Q4 		$139K Sell
881,906
-409,155
-32% -$67.2M 0.36% 26
2021
Q3 		$212K Buy
1,291,061
+37,933
+3% +$5.95M 0.5% 17
2021
Q2 		$195K Buy
1,253,128
+436,487
+53% +$68.6M 0.48% 17
2021
Q1 		$124K Sell
816,641
-184,164
-18% -$26.5M 0.39% 24
2020
Q4 		$127K Sell
1,000,805
-473,994
-32% -$53M 0.79% 23
2020
Q3 		$142M Buy
1,474,799
+346,518
+31% +$34M 1.41% 14
2020
Q2 		$106M Sell
1,128,281
-871,980
-44% -$82.7M 1.12% 21
2020
Q1 		$180M Sell
2,000,261
-230,234
-10% -$28M 2.19% 5
2019
Q4 		$310M Buy
+2,230,495
New +$286M 2.74% 4

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

M&G Investment Management's JPM Position: Q4 2023 in Review

M&G Investment Management reduced its JPMorgan Chase (JPM) stake by 11% in Q4 2023, selling an estimated $17.7M and leaving 955,910 shares worth $163M. The position accounts for 0.58% of the portfolio, ranked #28.

M&G Investment Management first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $310M in Q4 2019. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • M&G Investment Management held 955,910 shares of JPMorgan Chase worth $163M as of Q4 2023.
  • M&G Investment Management sold 116,715 JPMorgan Chase shares in Q4 2023, an estimated $17.7M.
  • JPMorgan Chase made up 0.58% of M&G Investment Management's portfolio in Q4 2023, its #28 holding.
  • M&G Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • M&G Investment Management's JPMorgan Chase position peaked at $310M in Q4 2019.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.