MWA
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Marshall Wace Asia’s JPMorgan Chase JPM Stock Holding History

Marshall Wace Asia’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
2020
Q4 		– Sell
-888,895
Closed -$85.6M – 169
2020
Q3 		$85.6M Buy
+888,895
New +$87.3M 1.98% 15
2017
Q4 		– Sell
-26,219
Closed -$2.52M – 113
2017
Q3 		$2.52M Sell
26,219
-74,739
-74% -$6.89M 0.12% 51
2017
Q2 		$9.19M Buy
+100,958
New +$8.71M 0.47% 41
2013
Q2 		$9.88M Buy
+187,255
New +$9.52M 4.01% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall Wace Asia's JPM Position: Q4 2020 in Review

Marshall Wace Asia sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 888,895 shares — an estimated $85.6M sold.

Marshall Wace Asia first reported a position in JPM in Q2 2013 and held it in 4 quarters. The position peaked at $85.6M in Q3 2020. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Marshall Wace Asia reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace Asia sold 888,895 JPMorgan Chase shares in Q4 2020, an estimated $85.6M.
  • Marshall Wace Asia first reported a position in JPMorgan Chase in Q2 2013 and held it in 4 quarters.
  • Marshall Wace Asia's JPMorgan Chase position peaked at $85.6M in Q3 2020.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Marshall Wace Asia's 13F filing for Q4 2020, filed 16 Feb 2021.