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Origin Asset Management’s JPMorgan Chase JPM Stock Holding History

Origin 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
2021
Q3 		– Sell
-28,672
Closed -$4.46M – 84
2021
Q2 		$4.46M Buy
28,672
+5,500
+24% +$864K 0.5% 15
2021
Q1 		$3.53M Sell
23,172
-500
-2% -$71.9K 0.36% 22
2020
Q4 		$3.01M Hold
23,672
– – 0.28% 27
2020
Q3 		$2.28M Sell
23,672
-3,600
-13% -$354K 0.24% 29
2020
Q2 		$2.56M Sell
27,272
-20,900
-43% -$1.98M 0.38% 32
2020
Q1 		$4.34M Sell
48,172
-53,450
-53% -$6.49M 0.56% 18
2019
Q4 		$14.2M Buy
101,622
+49,900
+96% +$6.4M 1.18% 16
2019
Q3 		$6.09M Sell
51,722
-9,000
-15% -$1.02M 0.56% 53
2019
Q2 		$6.79M Sell
60,722
-108,318
-64% -$11.9M 0.76% 46
2019
Q1 		$17.1M Sell
169,040
-9,600
-5% -$989K 1.43% 26
2018
Q4 		$17.4M Sell
178,640
-59,850
-25% -$6.38M 1.59% 19
2018
Q3 		$26.9M Sell
238,490
-54,150
-19% -$6.15M 1.75% 15
2018
Q2 		$30.5M Sell
292,640
-105,000
-26% -$11.5M 2.16% 12
2018
Q1 		$43.7M Sell
397,640
-89,100
-18% -$10.1M 2.75% 3
2017
Q4 		$52.1M Sell
486,740
-17,300
-3% -$1.75M 2.98% 3
2017
Q3 		$48.1M Sell
504,040
-13,600
-3% -$1.25M 2.96% 7
2017
Q2 		$47.3M Sell
517,640
-39,500
-7% -$3.41M 2.91% 6
2017
Q1 		$48.9M Buy
557,140
+266,622
+92% +$23.5M 3.04% 5
2016
Q4 		$25.1M Buy
290,518
+82,900
+40% +$6.32M 1.65% 17
2016
Q3 		$13.8M Buy
207,618
+13,400
+7% +$874K 0.88% 36
2016
Q2 		$12.1M Buy
194,218
+56,800
+41% +$3.55M 0.81% 45
2016
Q1 		$8.14M Buy
137,418
+23,418
+21% +$1.37M 0.57% 62
2015
Q4 		$7.53M Hold
114,000
– – 0.61% 54
2015
Q3 		$6.95M Hold
114,000
– – 0.58% 60
2015
Q2 		$7.72M Buy
+114,000
New +$7.44M 0.56% 65
2014
Q2 		– Sell
-701,196
Closed -$42.6M – 109
2014
Q1 		$42.6M Sell
701,196
-33,600
-5% -$1.94M 2.83% 2
2013
Q4 		$43M Sell
734,796
-15,904
-2% -$871K 2.88% 1
2013
Q3 		$38.8M Buy
750,700
+122,300
+19% +$6.56M 2.89% 2
2013
Q2 		$33.2M Buy
+628,400
New +$31.9M 2.89% 4

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Origin Asset Management's JPM Position: Q3 2021 in Review

Origin Asset Management sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 28,672 shares — an estimated $4.46M sold.

Origin Asset Management first reported a position in JPM in Q2 2013 and held it in 29 quarters. The position peaked at $52.1M in Q4 2017. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Origin Asset Management reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Origin Asset Management sold 28,672 JPMorgan Chase shares in Q3 2021, an estimated $4.46M.
  • Origin Asset Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 29 quarters.
  • Origin Asset Management's JPMorgan Chase position peaked at $52.1M in Q4 2017.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Origin Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.