Periscope Capital’s JPMorgan Chase JPM Stock Holding History

Periscope 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
2022 Q2	–	Sell	-4,267	Closed	-$582K	–	1177
2022 Q1	$582K	Buy	4,267 +2,951	+224%	+$436K	0.02%	648
2021 Q4	$208K	Buy	+1,316	New	+$216K	0.01%	693

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

Norges Bank Oslo, Norway $935B AUM

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

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

Periscope Capital's JPM Position: Q2 2022 in Review

Periscope Capital sold out of JPMorgan Chase (JPM) in Q2 2022, closing a stake of 4,267 shares — an estimated $582K sold.

Periscope Capital first reported a position in JPM in Q4 2021 and held it in 2 quarters. The position peaked at $582K in Q1 2022. 3,421 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

Periscope Capital reported no remaining JPMorgan Chase position as of Q2 2022 after selling out during the quarter.
Periscope Capital sold 4,267 JPMorgan Chase shares in Q2 2022, an estimated $582K.
Periscope Capital first reported a position in JPMorgan Chase in Q4 2021 and held it in 2 quarters.
Periscope Capital's JPMorgan Chase position peaked at $582K in Q1 2022.
3,421 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Periscope Capital's 13F filing for Q2 2022, filed 15 Aug 2022.