Pearl River Capital’s JPMorgan Chase JPM Stock Holding History

Pearl River Capital’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 Q1	–	Sell	-4,688	Closed	-$797K	–	583
2023 Q4	$797K	Buy	+4,688	New	+$710K	0.13%	235
2023 Q3	–	Sell	-44,670	Closed	-$6.5M	–	557
2023 Q2	$6.5M	Buy	+44,670	New	+$6.14M	1.05%	4
2023 Q1	–	Sell	-3,020	Closed	-$405K	–	553
2022 Q4	$405K	Buy	+3,020	New	+$383K	0.07%	358
2022 Q3	–	Sell	-6,211	Closed	-$699K	–	510
2022 Q2	$699K	Buy	+6,211	New	+$770K	0.16%	200
2021 Q3	–	Sell	-14,398	Closed	-$2.24M	–	491
2021 Q2	$2.24M	Buy	+14,398	New	+$2.26M	0.62%	32
2021 Q1	–	Sell	-17,691	Closed	-$2.25M	–	457
2020 Q4	$2.25M	Buy	+17,691	New	+$1.98M	0.81%	22
2020 Q3	–	Sell	-24,397	Closed	-$2.29M	–	409
2020 Q2	$2.29M	Buy	24,397 +21,264	+679%	+$2.02M	1.14%	15
2020 Q1	$282K	Sell	3,133 -9,159	-75%	-$1.11M	0.54%	49
2019 Q4	$1.71M	Buy	12,292 +10,160	+477%	+$1.3M	0.64%	12
2019 Q3	$251K	Buy	+2,132	New	+$241K	0.72%	20
2019 Q1	–	Sell	-1,014	Closed	-$99K	–	569
2018 Q4	$99K	Buy	+1,014	New	+$108K	0.46%	51

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Pearl River Capital's JPM Position: Q1 2024 in Review

Pearl River Capital sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 4,688 shares — an estimated $797K sold.

Pearl River Capital first reported a position in JPM in Q4 2018 and held it in 11 quarters. The position peaked at $6.5M in Q2 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Pearl River Capital reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Pearl River Capital sold 4,688 JPMorgan Chase shares in Q1 2024, an estimated $797K.
Pearl River Capital first reported a position in JPMorgan Chase in Q4 2018 and held it in 11 quarters.
Pearl River Capital's JPMorgan Chase position peaked at $6.5M in Q2 2023.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Pearl River Capital's 13F filing for Q1 2024, filed 14 May 2024.