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Payden & Rygel Investment Group’s JPMorgan Chase JPM Stock Holding History

Payden & Rygel Investment Group’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
2024
Q2 		$37.1M Sell
183,450
-43,300
-19% -$8.47M 3% 2
2024
Q1 		$45.4M Buy
+226,750
New +$40.9M 2.14% 3
2023
Q3 		$28.5M Buy
+196,680
New +$29.5M 1.95% 5

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Payden & Rygel Investment Group's JPM Position: Q2 2024 in Review

Payden & Rygel Investment Group reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2024, selling an estimated $8.47M and leaving 183,450 shares worth $37.1M. The position accounts for 3% of the portfolio, ranked #2.

Payden & Rygel Investment Group first reported a position in JPM in Q3 2023 and has held it in 3 quarters since. The position peaked at $45.4M in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Payden & Rygel Investment Group held 183,450 shares of JPMorgan Chase worth $37.1M as of Q2 2024.
  • Payden & Rygel Investment Group sold 43,300 JPMorgan Chase shares in Q2 2024, an estimated $8.47M.
  • JPMorgan Chase made up 3% of Payden & Rygel Investment Group's portfolio in Q2 2024, its #2 holding.
  • Payden & Rygel Investment Group first reported a position in JPMorgan Chase in Q3 2023 and has held it in 3 quarters since.
  • Payden & Rygel Investment Group's JPMorgan Chase position peaked at $45.4M in Q1 2024.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Payden & Rygel Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.