Marshall Wace North America’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $55.9M | Sell |
341,636
-368,286
| -52% | -$60.3M | 0.24% | 85 |
|
|
2021
Q2 | $110M | Sell |
709,922
-139,441
| -16% | -$21.7M | 0.46% | 45 |
|
|
2021
Q1 | $129M | Sell |
849,363
-132,632
| -14% | -$20.2M | 0.53% | 32 |
|
|
2020
Q4 | $125M | Sell |
981,995
-754,903
| -43% | -$95.9M | 0.56% | 31 |
|
|
2020
Q3 | $167M | Buy |
1,736,898
+127,218
| +8% | +$12.2M | 1.07% | 13 |
|
|
2020
Q2 | $151M | Buy |
1,609,680
+1,560,696
| +3,186% | +$147M | 1% | 14 |
|
|
2020
Q1 | $4.41M | Buy |
+48,984
| New | +$4.41M | 0.03% | 339 |
|
|
2019
Q3 | – | Sell |
-483,698
| Closed | -$54.1M | – | 1416 |
|
|
2019
Q2 | $54.1M | Sell |
483,698
-165,936
| -26% | -$18.6M | 0.34% | 80 |
|
|
2019
Q1 | $65.8M | Buy |
649,634
+112,175
| +21% | +$11.4M | 0.47% | 59 |
|
|
2018
Q4 | $52.5M | Sell |
537,459
-75,603
| -12% | -$7.38M | 0.51% | 57 |
|
|
2018
Q3 | $69.2M | Buy |
613,062
+163,688
| +36% | +$18.5M | 0.48% | 56 |
|
|
2018
Q2 | $46.8M | Buy |
449,374
+339,580
| +309% | +$35.4M | 0.26% | 90 |
|
|
2018
Q1 | $12.1M | Sell |
109,794
-161,140
| -59% | -$17.7M | 0.06% | 354 |
|
|
2017
Q4 | $29M | Buy |
270,934
+252,326
| +1,356% | +$27M | 0.16% | 153 |
|
|
2017
Q3 | $1.79M | Sell |
18,608
-71,838
| -79% | -$6.9M | 0.01% | 823 |
|
|
2017
Q2 | $8.23M | Buy |
90,446
+23,647
| +35% | +$2.15M | 0.06% | 365 |
|
|
2017
Q1 | $5.88M | Buy |
+66,799
| New | +$5.88M | 0.05% | 361 |
|
|
2013
Q4 | $35.6M | Buy |
608,291
+222,911
| +58% | +$13M | 0.75% | 33 |
|
|
2013
Q3 | $19.9M | Buy |
385,380
+256,647
| +199% | +$13.3M | 0.61% | 36 |
|
|
2013
Q2 | $6.8M | Buy |
+128,733
| New | +$6.8M | 0.54% | 60 |
|