MWNA
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Marshall Wace North America’s JPMorgan Chase JPM Stock Holding History

Marshall Wace North America’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
2021
Q3 		$55.9M Sell
341,636
-368,286
-52% -$57.7M 0.24% 85
2021
Q2 		$110M Sell
709,922
-139,441
-16% -$21.9M 0.46% 46
2021
Q1 		$129M Sell
849,363
-132,632
-14% -$19.1M 0.54% 32
2020
Q4 		$125M Sell
981,995
-754,903
-43% -$84.4M 0.56% 31
2020
Q3 		$167M Buy
1,736,898
+127,218
+8% +$12.5M 1.07% 13
2020
Q2 		$151M Buy
1,609,680
+1,560,696
+3,186% +$148M 1% 14
2020
Q1 		$4.41M Buy
+48,984
New +$5.95M 0.03% 339
2019
Q3 		– Sell
-483,698
Closed -$54.1M – 1416
2019
Q2 		$54.1M Sell
483,698
-165,936
-26% -$18.3M 0.34% 80
2019
Q1 		$65.8M Buy
649,634
+112,175
+21% +$11.6M 0.47% 59
2018
Q4 		$52.5M Sell
537,459
-75,603
-12% -$8.06M 0.51% 57
2018
Q3 		$69.2M Buy
613,062
+163,688
+36% +$18.6M 0.48% 56
2018
Q2 		$46.8M Buy
449,374
+339,580
+309% +$37.3M 0.27% 90
2018
Q1 		$12.1M Sell
109,794
-161,140
-59% -$18.2M 0.06% 354
2017
Q4 		$29M Buy
270,934
+252,326
+1,356% +$25.5M 0.16% 153
2017
Q3 		$1.79M Sell
18,608
-71,838
-79% -$6.62M 0.01% 824
2017
Q2 		$8.23M Buy
90,446
+23,647
+35% +$2.04M 0.06% 365
2017
Q1 		$5.88M Buy
+66,799
New +$5.89M 0.05% 361
2013
Q4 		$35.6M Buy
608,291
+222,911
+58% +$12.2M 0.75% 33
2013
Q3 		$19.9M Buy
385,380
+256,647
+199% +$13.8M 0.61% 36
2013
Q2 		$6.8M Buy
+128,733
New +$6.54M 0.54% 60

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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