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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
-1,900
Closed -$466K – 327
2025
Q1 		$466K Buy
+1,900
New +$484K 0.06% 138
2024
Q1 		– Sell
-4,500
Closed -$765K – 423
2023
Q4 		$765K Buy
4,500
+600
+15% +$90.9K 0.04% 183
2023
Q3 		$566K Buy
3,900
+900
+30% +$135K 0.05% 150
2023
Q2 		$436K Sell
3,000
-4,800
-62% -$660K 0.04% 134
2023
Q1 		$1.02M Buy
7,800
+2,300
+42% +$315K 0.07% 99
2022
Q4 		$738K Sell
5,500
-2,600
-32% -$329K 0.09% 116
2022
Q3 		$846K Buy
8,100
+4,400
+119% +$505K 0.08% 116
2022
Q2 		$417K Buy
+3,700
New +$458K 0.05% 169
2022
Q1 		– Sell
-10,100
Closed -$1.6M – 346
2021
Q4 		$1.6M Buy
10,100
+100
+1% +$16.4K 0.13% 97
2021
Q3 		$1.64M Hold
10,000
– – 0.12% 109
2021
Q2 		$1.55M Sell
10,000
-20,000
-67% -$3.14M 0.15% 94
2021
Q1 		$4.57M Hold
30,000
– – 0.41% 49
2020
Q4 		$3.81M Hold
30,000
– – 0.2% 65
2020
Q3 		$2.89M Sell
30,000
-30,000
-50% -$2.95M 0.22% 69
2020
Q2 		$5.64M Buy
60,000
+44,000
+275% +$4.17M 0.76% 38
2020
Q1 		$1.44M Buy
+16,000
New +$1.94M 0.27% 62
2019
Q1 		– Sell
-5,000
Closed -$488K – 258
2018
Q4 		$488K Buy
+5,000
New +$533K 0.03% 171
2018
Q3 		– Sell
-5,000
Closed -$521K – 219
2018
Q2 		$521K Buy
+5,000
New +$548K 0.06% 132
2016
Q3 		– Sell
-6,000
Closed -$373K – 152
2016
Q2 		$373K Buy
+6,000
New +$375K 0.06% 91
2015
Q4 		– Sell
-6,800
Closed -$415K – 266
2015
Q3 		$415K Sell
6,800
-86,000
-93% -$5.63M 0.02% 235
2015
Q2 		$6.25M Buy
92,800
+25,300
+37% +$1.65M 0.25% 66
2015
Q1 		$3.19M Buy
67,500
+27,500
+69% +$1.63M 0.17% 126
2014
Q4 		$1.84M Buy
+40,000
New +$2.41M 0.03% 271

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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. 4,167 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.
  • 4,167 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.