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Occudo Quantitative Strategies’s JPMorgan Chase JPM Stock Holding History

Occudo Quantitative Strategies’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
-2,921
Closed -$329K – 1311
2022
Q2 		$329K Sell
2,921
-6,566
-69% -$814K 0.03% 764
2022
Q1 		$1.29M Buy
+9,487
New +$1.4M 0.11% 300

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

Occudo Quantitative Strategies's JPM Position: Q3 2022 in Review

Occudo Quantitative Strategies sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 2,921 shares — an estimated $329K sold.

Occudo Quantitative Strategies first reported a position in JPM in Q1 2022 and held it in 2 quarters. The position peaked at $1.29M in Q1 2022. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Occudo Quantitative Strategies reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,921 JPMorgan Chase shares in Q3 2022, an estimated $329K.
  • Occudo Quantitative Strategies first reported a position in JPMorgan Chase in Q1 2022 and held it in 2 quarters.
  • Occudo Quantitative Strategies's JPMorgan Chase position peaked at $1.29M in Q1 2022.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2022, filed 14 Nov 2022.