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Prospector Partners’s JPMorgan Chase JPM Stock Holding History

Prospector Partners’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
Q1 		– Sell
-84,800
Closed -$13.4M – 108
2021
Q4 		$13.4M Sell
84,800
-1,250
-1% -$205K 1.55% 22
2021
Q3 		$14.1M Sell
86,050
-4,600
-5% -$721K 1.81% 13
2021
Q2 		$14.1M Buy
90,650
+1,100
+1% +$173K 1.78% 14
2021
Q1 		$13.6M Buy
89,550
+5,450
+6% +$784K 1.74% 15
2020
Q4 		$10.7M Buy
84,100
+10,600
+14% +$1.18M 1.33% 28
2020
Q3 		$7.08M Buy
73,500
+19,350
+36% +$1.9M 1.06% 37
2020
Q2 		$5.09M Buy
+54,150
New +$5.14M 0.89% 40
2016
Q1 		– Sell
-91,227
Closed -$6.02M – 146
2015
Q4 		$6.02M Sell
91,227
-46,200
-34% -$3.01M 1.07% 34
2015
Q3 		$8.38M Sell
137,427
-89,100
-39% -$5.84M 1.21% 31
2015
Q2 		$15.3M Sell
226,527
-147,300
-39% -$9.62M 1.82% 9
2015
Q1 		$22.6M Buy
373,827
+27,300
+8% +$1.62M 1.7% 11
2014
Q4 		$21.7M Sell
346,527
-23,073
-6% -$1.39M 1.65% 14
2014
Q3 		$22.3M Sell
369,600
-14,800
-4% -$865K 1.22% 21
2014
Q2 		$22.1M Sell
384,400
-4,500
-1% -$253K 1.06% 30
2014
Q1 		$23.6M Sell
388,900
-30,000
-7% -$1.73M 1.12% 27
2013
Q4 		$24.5M Buy
418,900
+48,400
+13% +$2.65M 1.09% 27
2013
Q3 		$19.2M Sell
370,500
-56,200
-13% -$3.01M 0.87% 38
2013
Q2 		$22.5M Buy
+426,700
New +$21.7M 1.11% 28

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospector Partners's JPM Position: Q1 2022 in Review

Prospector Partners sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 84,800 shares — an estimated $13.4M sold.

Prospector Partners first reported a position in JPM in Q2 2013 and held it in 18 quarters. The position peaked at $24.5M in Q4 2013. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Prospector Partners reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Prospector Partners sold 84,800 JPMorgan Chase shares in Q1 2022, an estimated $13.4M.
  • Prospector Partners first reported a position in JPMorgan Chase in Q2 2013 and held it in 18 quarters.
  • Prospector Partners's JPMorgan Chase position peaked at $24.5M in Q4 2013.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Prospector Partners's 13F filing for Q1 2022, filed 12 May 2022.