PM
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Parametrica Management’s JPMorgan Chase JPM Stock Holding History

Parametrica 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
2020
Q4 		– Sell
-3,942
Closed -$380K – 183
2020
Q3 		$380K Sell
3,942
-5,934
-60% -$583K 0.72% 41
2020
Q2 		$929K Sell
9,876
-11,294
-53% -$1.07M 1.02% 25
2020
Q1 		$1.91M Buy
+21,170
New +$2.57M 1.92% 8
2017
Q2 		– Sell
-4,606
Closed -$405K – 319
2017
Q1 		$405K Buy
+4,606
New +$406K 0.42% 67

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parametrica Management's JPM Position: Q4 2020 in Review

Parametrica Management sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 3,942 shares — an estimated $380K sold.

Parametrica Management first reported a position in JPM in Q1 2017 and held it in 4 quarters. The position peaked at $1.91M in Q1 2020. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Parametrica Management reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Parametrica Management sold 3,942 JPMorgan Chase shares in Q4 2020, an estimated $380K.
  • Parametrica Management first reported a position in JPMorgan Chase in Q1 2017 and held it in 4 quarters.
  • Parametrica Management's JPMorgan Chase position peaked at $1.91M in Q1 2020.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Parametrica Management's 13F filing for Q4 2020, filed 16 Feb 2021.