MAM
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Melqart Asset Management’s JPMorgan Chase JPM Stock Holding History

Melqart Asset Management’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
Q2 		– Sell
-23,493
Closed -$3.56M – 122
2021
Q1 		$3.56M Sell
23,493
-26,617
-53% -$3.83M 0.16% 80
2020
Q4 		$6.32M Buy
+50,110
New +$5.6M 0.48% 44

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Melqart Asset Management's JPM Position: Q2 2021 in Review

Melqart Asset Management sold out of JPMorgan Chase (JPM) in Q2 2021, closing a stake of 23,493 shares — an estimated $3.56M sold.

Melqart Asset Management first reported a position in JPM in Q4 2020 and held it in 2 quarters. The position peaked at $6.32M in Q4 2020. 3,238 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

  • Melqart Asset Management reported no remaining JPMorgan Chase position as of Q2 2021 after selling out during the quarter.
  • Melqart Asset Management sold 23,493 JPMorgan Chase shares in Q2 2021, an estimated $3.56M.
  • Melqart Asset Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 2 quarters.
  • Melqart Asset Management's JPMorgan Chase position peaked at $6.32M in Q4 2020.
  • 3,238 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Melqart Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.