O'Shares Investment Advisers’s JPMorgan Chase JPM Stock Holding History

O'Shares Investment Advisers’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 Q2	–	Sell	-16,902	Closed	-$2.3M	–	122
2022 Q1	$2.3M	Buy	16,902 +945	+6%	+$139K	0.18%	143
2021 Q4	$2.53M	Buy	15,957 +1,155	+8%	+$190K	0.18%	157
2021 Q3	$2.42M	Sell	14,802 -17,955	-55%	-$2.81M	0.18%	152
2021 Q2	$5.09M	Buy	32,757 +800	+3%	+$126K	0.36%	86
2021 Q1	$4.87M	Sell	31,957 -100	-0.3%	-$14.4K	0.36%	87
2020 Q4	$4.07M	Buy	32,057 +2,901	+10%	+$324K	0.31%	92
2020 Q3	$2.81M	Buy	29,156 +8,575	+42%	+$842K	0.29%	93
2020 Q2	$1.94M	Buy	+20,581	New	+$1.95M	0.24%	104

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

O'Shares Investment Advisers's JPM Position: Q2 2022 in Review

O'Shares Investment Advisers sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 16,902 shares — an estimated $2.3M sold.

O'Shares Investment Advisers first reported a position in JPM in Q2 2020 and held it in 8 quarters. The position peaked at $5.09M in Q2 2021. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

O'Shares Investment Advisers reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
O'Shares Investment Advisers sold 16,902 JPMorgan Chase shares in Q2 2022, an estimated $2.3M.
O'Shares Investment Advisers first reported a position in JPMorgan Chase in Q2 2020 and held it in 8 quarters.
O'Shares Investment Advisers's JPMorgan Chase position peaked at $5.09M in Q2 2021.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on O'Shares Investment Advisers's 13F filing for Q2 2022.