P
JPM icon

Pariax’s JPMorgan Chase JPM Stock Holding History

Pariax’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
Q1 		– Sell
-26,078
Closed -$3.5M – 16
2022
Q4 		$3.5M Sell
26,078
-23,342
-47% -$2.96M 4.34% 13
2022
Q3 		$5.16M Buy
49,420
+439
+0.9% +$50.4K 5.93% 5
2022
Q2 		$5.52M Buy
48,981
+5,510
+13% +$683K 6.09% 5
2022
Q1 		$5.93M Buy
+43,471
New +$6.42M 5.59% 8

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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

Pariax's JPM Position: Q1 2023 in Review

Pariax sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 26,078 shares — an estimated $3.5M sold.

Pariax first reported a position in JPM in Q1 2022 and held it in 4 quarters. The position peaked at $5.93M in Q1 2022. 3,601 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

  • Pariax reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
  • Pariax sold 26,078 JPMorgan Chase shares in Q1 2023, an estimated $3.5M.
  • Pariax first reported a position in JPMorgan Chase in Q1 2022 and held it in 4 quarters.
  • Pariax's JPMorgan Chase position peaked at $5.93M in Q1 2022.
  • 3,601 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Pariax's 13F filing for Q1 2023, filed 4 May 2023.