PDT Partners’s JPMorgan Chase JPM Stock Holding History

PDT Partners’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 Q3	–	Sell	-2,457	Closed	-$497K	–	769
2024 Q2	$497K	Buy	+2,457	New	+$480K	0.05%	466
2023 Q4	–	Sell	-8,050	Closed	-$1.17M	–	605
2023 Q3	$1.17M	Sell	8,050 -19,600	-71%	-$2.94M	0.15%	246
2023 Q2	$4.02M	Sell	27,650 -7,500	-21%	-$1.03M	0.55%	34
2023 Q1	$4.58M	Buy	35,150 +20,650	+142%	+$2.83M	0.62%	5
2022 Q4	$1.94M	Buy	+14,500	New	+$1.84M	0.31%	82
2015 Q2	–	Sell	-137,632	Closed	-$8.34M	–	1484
2015 Q1	$8.34M	Buy	+137,632	New	+$8.15M	0.21%	120
2014 Q3	–	Sell	-17,374	Closed	-$1M	–	1443
2014 Q2	$1M	Sell	17,374 -204,526	-92%	-$11.5M	0.03%	700
2014 Q1	$13.5M	Buy	221,900 +185,694	+513%	+$10.7M	0.32%	79
2013 Q4	$2.12M	Buy	36,206 +11,400	+46%	+$625K	0.25%	78
2013 Q3	$1.28M	Buy	24,806 +6,513	+36%	+$349K	0.03%	675
2013 Q2	$966K	Buy	+18,293	New	+$930K	0.02%	825

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PDT Partners's JPM Position: Q3 2024 in Review

PDT Partners sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 2,457 shares — an estimated $497K sold.

PDT Partners first reported a position in JPM in Q2 2013 and held it in 11 quarters. The position peaked at $13.5M in Q1 2014. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

PDT Partners reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
PDT Partners sold 2,457 JPMorgan Chase shares in Q3 2024, an estimated $497K.
PDT Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
PDT Partners's JPMorgan Chase position peaked at $13.5M in Q1 2014.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on PDT Partners's 13F filing for Q3 2024, filed 14 Nov 2024.