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Odey Asset Management’s JPMorgan Chase JPM Stock Holding History

Odey 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
2023
Q3 		$1.66M Sell
11,475
-3,092
-21% -$464K 2.08% 20
2023
Q2 		$2.12M Buy
+14,567
New +$2M 0.78% 25

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Odey Asset Management's JPM Position: Q3 2023 in Review

Odey Asset Management reduced its JPMorgan Chase (JPM) stake by 21% in Q3 2023, selling an estimated $464K and leaving 11,475 shares worth $1.66M. The position accounts for 2.08% of the portfolio, ranked #20.

Odey Asset Management first reported a position in JPM in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.12M in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Odey Asset Management held 11,475 shares of JPMorgan Chase worth $1.66M as of Q3 2023.
  • Odey Asset Management sold 3,092 JPMorgan Chase shares in Q3 2023, an estimated $464K.
  • JPMorgan Chase made up 2.08% of Odey Asset Management's portfolio in Q3 2023, its #20 holding.
  • Odey Asset Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 2 quarters since.
  • Odey Asset Management's JPMorgan Chase position peaked at $2.12M in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Odey Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.