MAM
JPM icon

Mark Asset Management’s JPMorgan Chase JPM Stock Holding History

Mark Asset 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
2019
Q4 		– Sell
-6,000
Closed -$706K – 70
2019
Q3 		$706K Hold
6,000
– – 0.18% 47
2019
Q2 		$671K Sell
6,000
-32,000
-84% -$3.53M 0.16% 50
2019
Q1 		$3.85M Buy
38,000
+18,000
+90% +$1.85M 0.85% 36
2018
Q4 		$1.95M Buy
+20,000
New +$2.13M 0.53% 40

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mark Asset Management's JPM Position: Q3 2021 in Review

Mark Asset Management sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 4,073 shares — an estimated $634K sold.

Mark Asset Management first reported a position in JPM in Q3 2013 and held it in 17 quarters. The position peaked at $11.1M in Q3 2019. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Mark Asset Management reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Mark Asset Management sold 4,073 JPMorgan Chase shares in Q3 2021, an estimated $634K.
  • Mark Asset Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 17 quarters.
  • Mark Asset Management's JPMorgan Chase position peaked at $11.1M in Q3 2019.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Mark Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.