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NuWave Investment Management’s JPMorgan Chase JPM Stock Holding History

NuWave Investment 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
Q3 		– Sell
-1,205
Closed -$136K – 335
2022
Q2 		$136K Buy
+1,205
New +$149K 0.18% 156
2022
Q1 		– Sell
-2,533
Closed -$401K – 326
2021
Q4 		$401K Buy
+2,533
New +$416K 0.46% 79
2021
Q3 		– Sell
-9
Closed -$1K – 364
2021
Q2 		$1K Buy
+9
New +$1.41K ﹤0.01% 318
2020
Q4 		– Sell
-7
Closed -$1K – 435
2020
Q3 		$1K Sell
7
-303
-98% -$29.8K ﹤0.01% 479
2020
Q2 		$30K Buy
+310
New +$29.4K 0.04% 232
2020
Q1 		– Sell
-82
Closed -$11K – 312
2019
Q4 		$11K Sell
82
-12,670
-99% -$1.62M 0.01% 331
2019
Q3 		$1.5M Buy
12,752
+8,187
+179% +$926K 1.49% 6
2019
Q2 		$511K Sell
4,565
-1,216
-21% -$134K 0.54% 63
2019
Q1 		$585K Buy
5,781
+4,624
+400% +$476K 0.69% 42
2018
Q4 		$112K Sell
1,157
-3,254
-74% -$347K 0.19% 143
2018
Q3 		$498K Sell
4,411
-3,115
-41% -$354K 0.75% 42
2018
Q2 		$784K Buy
7,526
+7,149
+1,896% +$784K 1.02% 22
2018
Q1 		$41K Buy
377
+323
+598% +$36.6K 0.06% 194
2017
Q4 		$6K Buy
+54
New +$5.47K 0.01% 278
2014
Q3 		$13K Buy
220
+31
+16% +$1.81K 0.04% 178
2014
Q2 		$11K Buy
189
+56
+42% +$3.15K 0.03% 240
2014
Q1 		$8K Sell
133
-134
-50% -$7.74K 0.02% 235
2013
Q4 		$16K Sell
267
-31
-10% -$1.7K 0.01% 216
2013
Q3 		$15K Sell
298
-4,252
-93% -$228K 0.01% 232
2013
Q2 		$240K Buy
+4,550
New +$231K 0.26% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

NuWave Investment Management's JPM Position: Q3 2022 in Review

NuWave Investment Management sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 1,205 shares — an estimated $136K sold.

NuWave Investment Management first reported a position in JPM in Q2 2013 and held it in 20 quarters. The position peaked at $1.5M in Q3 2019. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • NuWave Investment Management reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 1,205 JPMorgan Chase shares in Q3 2022, an estimated $136K.
  • NuWave Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 20 quarters.
  • NuWave Investment Management's JPMorgan Chase position peaked at $1.5M in Q3 2019.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.