M&G Investments (USA)’s JPMorgan Chase JPM Stock Holding History

M&G Investments (USA)’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	$2.82M	Buy	+16,612	New	+$2.52M	2.78%	13

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

M&G Investments (USA)'s JPM Position: Q4 2023 in Review

M&G Investments (USA) opened a new position in JPMorgan Chase (JPM) in Q4 2023: 16,612 shares worth $2.82M. The stake represents 2.78% of the portfolio and ranks #13 among its holdings.

3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

M&G Investments (USA) held 16,612 shares of JPMorgan Chase worth $2.82M as of Q4 2023.
JPMorgan Chase was a new M&G Investments (USA) position in Q4 2023.
JPMorgan Chase made up 2.78% of M&G Investments (USA)'s portfolio in Q4 2023, its #13 holding.
3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on M&G Investments (USA)'s 13F filing for Q4 2023, filed 8 May 2024.