NumerixS Investment Technologies’s JPMorgan Chase JPM Stock Holding History

NumerixS Investment Technologies’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
2020 Q3	–	Sell	-21,732	Closed	-$2.04M	–	433
2020 Q2	$2.04M	Buy	21,732 +3,572	+20%	+$339K	0.57%	22
2020 Q1	$1.64M	Buy	+18,160	New	+$2.21M	0.83%	12
2018 Q4	–	Sell	-9,100	Closed	-$1.04M	–	1227
2018 Q3	$1.04M	Buy	+9,100	New	+$1.03M	0.2%	148
2017 Q4	–	Sell	-3,300	Closed	-$315K	–	1255
2017 Q3	$315K	Buy	+3,300	New	+$304K	0.07%	365
2016 Q3	–	Sell	-15,509	Closed	-$964K	–	1213
2016 Q2	$964K	Buy	+15,509	New	+$969K	0.13%	219
2016 Q1	–	Sell	-66,399	Closed	-$4.38M	–	905
2015 Q4	$4.38M	Buy	+66,399	New	+$4.32M	0.55%	20
2015 Q2	–	Sell	-7,800	Closed	-$473K	–	696
2015 Q1	$473K	Buy	+7,800	New	+$462K	0.09%	333

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

NumerixS Investment Technologies's JPM Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 21,732 shares — an estimated $2.04M sold.

NumerixS Investment Technologies first reported a position in JPM in Q1 2015 and held it in 7 quarters. The position peaked at $4.38M in Q4 2015. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

NumerixS Investment Technologies reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
NumerixS Investment Technologies sold 21,732 JPMorgan Chase shares in Q3 2020, an estimated $2.04M.
NumerixS Investment Technologies first reported a position in JPMorgan Chase in Q1 2015 and held it in 7 quarters.
NumerixS Investment Technologies's JPMorgan Chase position peaked at $4.38M in Q4 2015.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.