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PKO Investment Management Joint-Stock’s JPMorgan Chase JPM Stock Holding History

PKO Investment Management Joint-Stock’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
Q3 		– Sell
-7,403
Closed -$1.08M – 139
2023
Q2 		$1.08M Buy
+7,403
New +$1.02M 0.13% 104

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PKO Investment Management Joint-Stock's JPM Position: Q3 2023 in Review

PKO Investment Management Joint-Stock sold out of JPMorgan Chase (JPM) in Q3 2023, closing a stake of 7,403 shares — an estimated $1.08M sold.

PKO Investment Management Joint-Stock first reported a position in JPM in Q2 2023 and held it in 1 quarter. The position peaked at $1.08M in Q2 2023. 3,703 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • PKO Investment Management Joint-Stock reported no remaining JPMorgan Chase position as of Q3 2023 after selling out during the quarter.
  • PKO Investment Management Joint-Stock sold 7,403 JPMorgan Chase shares in Q3 2023, an estimated $1.08M.
  • PKO Investment Management Joint-Stock first reported a position in JPMorgan Chase in Q2 2023 and held it in 1 quarter.
  • PKO Investment Management Joint-Stock's JPMorgan Chase position peaked at $1.08M in Q2 2023.
  • 3,703 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on PKO Investment Management Joint-Stock's 13F filing for Q3 2023, filed 13 Mar 2025.