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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 0.53% 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 0.26% 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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace North America's JPM Position: Q3 2021 in Review

Marshall Wace North America reduced its JPMorgan Chase (JPM) stake by 52% in Q3 2021, selling an estimated $57.7M and leaving 341,636 shares worth $55.9M. The position accounts for 0.24% of the portfolio, ranked #85.

Marshall Wace North America first reported a position in JPM in Q2 2013 and has held it in 20 quarters since. The position peaked at $167M in Q3 2020. 3,234 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Marshall Wace North America held 341,636 shares of JPMorgan Chase worth $55.9M as of Q3 2021.
  • Marshall Wace North America sold 368,286 JPMorgan Chase shares in Q3 2021, an estimated $57.7M.
  • JPMorgan Chase made up 0.24% of Marshall Wace North America's portfolio in Q3 2021, its #85 holding.
  • Marshall Wace North America first reported a position in JPMorgan Chase in Q2 2013 and has held it in 20 quarters since.
  • Marshall Wace North America's JPMorgan Chase position peaked at $167M in Q3 2020.
  • 3,234 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.