Myriad Asset Management’s JPMorgan Chase JPM Stock Holding History

Myriad 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
2022 Q1	–	Sell	-107,055	Closed	-$17M	–	106
2021 Q4	$17M	Buy	107,055 +5,800	+6%	+$952K	1.84%	14
2021 Q3	$16.6M	Buy	101,255 +88,430	+690%	+$13.9M	1.71%	13
2021 Q2	$2M	Buy	+12,825	New	+$2.01M	0.15%	80
2014 Q1	–	Sell	-70,400	Closed	-$4.12M	–	38
2013 Q4	$4.12M	Buy	+70,400	New	+$3.86M	1.06%	24
2013 Q3	–	Sell	-202,500	Closed	-$10.7M	–	14
2013 Q2	$10.7M	Buy	+202,500	New	+$10.3M	12.31%	2

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Myriad Asset Management's JPM Position: Q1 2022 in Review

Myriad Asset Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 107,055 shares — an estimated $17M sold.

Myriad Asset Management first reported a position in JPM in Q2 2013 and held it in 5 quarters. The position peaked at $17M in Q4 2021. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

Myriad Asset Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
Myriad Asset Management sold 107,055 JPMorgan Chase shares in Q1 2022, an estimated $17M.
Myriad Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 5 quarters.
Myriad Asset Management's JPMorgan Chase position peaked at $17M in Q4 2021.
3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Myriad Asset Management's 13F filing for Q1 2022, filed 16 May 2022.