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PMC FIG Opportunities’s JPMorgan Chase JPM Stock Holding History

PMC FIG Opportunities’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 		– Sell
-4,000
Closed -$521K – 28
2023
Q1 		$521K Buy
+4,000
New +$548K 3.32% 15
2022
Q4 		– Sell
-3,000
Closed -$314K – 31
2022
Q3 		$314K Sell
3,000
-7,000
-70% -$803K 1.74% 25
2022
Q2 		$1.13M Buy
+10,000
New +$1.24M 6.34% 3

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PMC FIG Opportunities's JPM Position: Q2 2023 in Review

PMC FIG Opportunities sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 4,000 shares — an estimated $521K sold.

PMC FIG Opportunities first reported a position in JPM in Q2 2022 and held it in 3 quarters. The position peaked at $1.13M in Q2 2022. 3,664 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

  • PMC FIG Opportunities reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
  • PMC FIG Opportunities sold 4,000 JPMorgan Chase shares in Q2 2023, an estimated $521K.
  • PMC FIG Opportunities first reported a position in JPMorgan Chase in Q2 2022 and held it in 3 quarters.
  • PMC FIG Opportunities's JPMorgan Chase position peaked at $1.13M in Q2 2022.
  • 3,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on PMC FIG Opportunities's 13F filing for Q2 2023, filed 25 Apr 2025.