Pictet Asset Management (Switzerland)’s JPMorgan Chase JPM Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$205M	Sell	1,406,758 -7,799	-0.6%	-$1.07M	0.24%	116
2023 Q1	$184M	Buy	1,414,557 +27,387	+2%	+$3.75M	0.23%	130
2022 Q4	$147M	Buy	1,387,170 +22,271	+2%	+$2.82M	0.21%	144
2022 Q3	$143M	Sell	1,364,899 -53,259	-4%	-$6.11M	0.21%	146
2022 Q2	$160M	Sell	1,418,158 -151,352	-10%	-$18.8M	0.22%	137
2022 Q1	$214M	Sell	1,569,510 -86,162	-5%	-$12.7M	0.24%	129
2021 Q4	$262M	Sell	1,655,672 -217,235	-12%	-$35.7M	0.26%	111
2021 Q3	$307M	Buy	+1,872,907	New	+$294M	0.34%	76

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

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

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

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

Pictet Asset Management (Switzerland)'s JPM Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its JPMorgan Chase (JPM) stake by 0.55% in Q2 2023, selling an estimated $1.07M and leaving 1,406,758 shares worth $205M. The position accounts for 0.24% of the portfolio, ranked #116.

Pictet Asset Management (Switzerland) first reported a position in JPM in Q3 2021 and has held it in 8 quarters since. The position peaked at $307M in Q3 2021. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Pictet Asset Management (Switzerland) held 1,406,758 shares of JPMorgan Chase worth $205M as of Q2 2023.
Pictet Asset Management (Switzerland) sold 7,799 JPMorgan Chase shares in Q2 2023, an estimated $1.07M.
JPMorgan Chase made up 0.24% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #116 holding.
Pictet Asset Management (Switzerland) first reported a position in JPMorgan Chase in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s JPMorgan Chase position peaked at $307M in Q3 2021.
3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.