Mizuho Markets Cayman’s JPMorgan Chase JPM Stock Holding History

Mizuho Markets Cayman’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
2024 Q4	–	Sell	-932	Closed	-$197K	–	40
2024 Q3	$197K	Sell	932 -10	-1%	-$2.11K	0.82%	20
2024 Q2	$191K	Sell	942 -526	-36%	-$103K	0.85%	22
2024 Q1	$285K	Buy	+1,468	New	+$265K	0.16%	43
2023 Q4	–	Sell	-7,211	Closed	-$1.05M	–	62
2023 Q3	$1.05M	Buy	+7,211	New	+$1.08M	0.42%	31
2023 Q1	–	Sell	-11,190	Closed	-$1.5M	–	115
2022 Q4	$1.5M	Sell	11,190 -7,400	-40%	-$938K	0.18%	39
2022 Q3	$1.94M	Sell	18,590 -2,177	-10%	-$250K	0.18%	41
2022 Q2	$2.34M	Buy	20,767 +7,020	+51%	+$870K	0.26%	43
2022 Q1	$1.87M	Buy	13,747 +3,440	+33%	+$508K	0.15%	48
2021 Q4	$1.63M	Buy	+10,307	New	+$1.69M	0.12%	46
2021 Q3	–	Sell	-4,937	Closed	-$768K	–	112
2021 Q2	$768K	Sell	4,937 -2,036	-29%	-$320K	0.11%	52
2021 Q1	$1.06M	Buy	+6,973	New	+$1M	0.12%	37

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mizuho Markets Cayman's JPM Position: Q4 2024 in Review

Mizuho Markets Cayman sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 932 shares — an estimated $197K sold.

Mizuho Markets Cayman first reported a position in JPM in Q1 2021 and held it in 11 quarters. The position peaked at $2.34M in Q2 2022. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Mizuho Markets Cayman reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Mizuho Markets Cayman sold 932 JPMorgan Chase shares in Q4 2024, an estimated $197K.
Mizuho Markets Cayman first reported a position in JPMorgan Chase in Q1 2021 and held it in 11 quarters.
Mizuho Markets Cayman's JPMorgan Chase position peaked at $2.34M in Q2 2022.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Mizuho Markets Cayman's 13F filing for Q4 2024, filed 11 Feb 2025.