Odey Holdings (Switzerland)’s JPMorgan Chase JPM Stock Holding History

Odey Holdings (Switzerland)’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
2021 Q1	$761K	Buy	5,000 +1,000	+25%	+$144K	6.85%	2
2020 Q4	$508K	Buy	4,000 +2,000	+100%	+$224K	5.23%	9
2020 Q3	$193K	Sell	2,000 -2,000	-50%	-$196K	1.68%	26
2020 Q2	$376K	Buy	4,000 +400	+11%	+$38K	4.01%	10
2020 Q1	$324K	Buy	3,600 +1,800	+100%	+$219K	3.95%	13
2019 Q4	$251K	Hold	1,800	–	–	8.79%	5
2019 Q3	$212K	Hold	1,800	–	–	4.47%	7
2019 Q2	$201K	Buy	1,800 +1,200	+200%	+$132K	2.56%	11
2019 Q1	$61K	Hold	600	–	–	0.76%	11
2018 Q4	$59K	Sell	600 -450	-43%	-$47.9K	4.13%	12
2018 Q3	$118K	Hold	1,050	–	–	6.3%	2
2018 Q2	$109K	Hold	1,050	–	–	7.12%	2
2018 Q1	$115K	Hold	1,050	–	–	9.09%	2
2017 Q4	$112K	Hold	1,050	–	–	6.85%	6
2017 Q3	$100K	Buy	+1,050	New	+$96.8K	6.56%	6

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Odey Holdings (Switzerland)'s JPM Position: Q1 2021 in Review

Odey Holdings (Switzerland) increased its JPMorgan Chase (JPM) stake by 25% in Q1 2021, buying an estimated $144K and bringing the position to 5,000 shares worth $761K. The position accounts for 6.85% of the portfolio, ranked #2.

Odey Holdings (Switzerland) first reported a position in JPM in Q3 2017 and has held it in 15 quarters since. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Odey Holdings (Switzerland) held 5,000 shares of JPMorgan Chase worth $761K as of Q1 2021.
Odey Holdings (Switzerland) bought 1,000 JPMorgan Chase shares in Q1 2021, an estimated $144K.
JPMorgan Chase made up 6.85% of Odey Holdings (Switzerland)'s portfolio in Q1 2021, its #2 holding.
Odey Holdings (Switzerland) first reported a position in JPMorgan Chase in Q3 2017 and has held it in 15 quarters since.
3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Odey Holdings (Switzerland)'s 13F filing for Q1 2021, filed 17 May 2021.