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Massachusetts Institute of Technology’s JPMorgan Chase JPM Stock Holding History

Massachusetts Institute of Technology’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
2023
Q2 		– Sell
-3,960
Closed -$516K – 12
2023
Q1 		$516K Buy
+3,960
New +$543K 0.08% 9

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Institute of Technology's JPM Position: Q2 2023 in Review

Massachusetts Institute of Technology sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 3,960 shares — an estimated $516K sold.

Massachusetts Institute of Technology first reported a position in JPM in Q1 2023 and held it in 1 quarter. The position peaked at $516K in Q1 2023. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • Massachusetts Institute of Technology reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • Massachusetts Institute of Technology sold 3,960 JPMorgan Chase shares in Q2 2023, an estimated $516K.
  • Massachusetts Institute of Technology first reported a position in JPMorgan Chase in Q1 2023 and held it in 1 quarter.
  • Massachusetts Institute of Technology's JPMorgan Chase position peaked at $516K in Q1 2023.
  • 3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Massachusetts Institute of Technology's 13F filing for Q2 2023, filed 14 Aug 2023.