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Marathon Trading Investment Management’s JPMorgan Chase JPM Stock Holding History

Marathon Trading 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
2025
Q2 		– Sell
-1,400
Closed -$343K – 326
2025
Q1 		$343K Buy
+1,400
New +$357K 0.05% 173
2024
Q1 		– Sell
-600
Closed -$102K – 422
2023
Q4 		$102K Sell
600
-1,900
-76% -$288K 0.01% 300
2023
Q3 		$363K Sell
2,500
-800
-24% -$120K 0.03% 178
2023
Q2 		$480K Sell
3,300
-4,100
-55% -$564K 0.04% 130
2023
Q1 		$964K Buy
7,400
+6,200
+517% +$849K 0.07% 103
2022
Q4 		$161K Buy
+1,200
New +$152K 0.02% 188
2021
Q1 		– Sell
-12,500
Closed -$1.59M – 451
2020
Q4 		$1.59M Hold
12,500
– – 0.08% 118
2020
Q3 		$1.2M Sell
12,500
-60,000
-83% -$5.89M 0.09% 129
2020
Q2 		$6.82M Buy
72,500
+68,500
+1,713% +$6.5M 0.92% 27
2020
Q1 		$360K Buy
+4,000
New +$486K 0.07% 105
2018
Q3 		– Sell
-5,000
Closed -$521K – 218
2018
Q2 		$521K Sell
5,000
-234,300
-98% -$25.7M 0.06% 131
2018
Q1 		$26.3M Buy
+239,300
New +$27.1M 2.2% 9
2016
Q1 		– Sell
-5,400
Closed -$357K – 199
2015
Q4 		$357K Sell
5,400
-149,800
-97% -$9.75M 0.03% 184
2015
Q3 		$9.46M Buy
155,200
+57,600
+59% +$3.77M 0.53% 30
2015
Q2 		$6.57M Sell
97,600
-279,500
-74% -$18.2M 0.27% 65
2015
Q1 		$22.7M Buy
377,100
+331,200
+722% +$19.6M 1.18% 19
2014
Q4 		$2.85M Buy
45,900
+40,400
+735% +$2.43M 0.04% 227
2014
Q3 		$327K Hold
5,500
– – 0.01% 246
2014
Q2 		$310K Sell
5,500
-1,900
-26% -$107K 0.01% 253
2014
Q1 		$439K Buy
7,400
+200
+3% +$11.6K 0.02% 183
2013
Q4 		$418K Sell
7,200
-28,800
-80% -$1.58M 0.01% 148
2013
Q3 		$1.86M Sell
36,000
-17,700
-33% -$949K 0.07% 75
2013
Q2 		$2.7M Buy
+53,700
New +$2.73M 0.18% 46

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marathon Trading Investment Management's JPM Position: Q2 2024 in Review

Marathon Trading Investment Management sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 2,855 shares — an estimated $572K sold.

Marathon Trading Investment Management first reported a position in JPM in Q4 2014 and held it in 22 quarters. The position peaked at $13.9M in Q2 2015. 4,168 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Marathon Trading Investment Management reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
  • Marathon Trading Investment Management sold 2,855 JPMorgan Chase shares in Q2 2024, an estimated $572K.
  • Marathon Trading Investment Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 22 quarters.
  • Marathon Trading Investment Management's JPMorgan Chase position peaked at $13.9M in Q2 2015.
  • 4,168 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Marathon Trading Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.