Quantamental Technologies’s JPMorgan Chase JPM Stock Holding History

Quantamental Technologies’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 Q3	–	Sell	-15,088	Closed	-$1.7M	–	591
2022 Q2	$1.7M	Buy	+15,088	New	+$1.87M	0.78%	10
2022 Q1	–	Sell	-3,600	Closed	-$570K	–	469
2021 Q4	$570K	Buy	+3,600	New	+$591K	0.29%	123
2021 Q2	–	Sell	-6,520	Closed	-$993K	–	259
2021 Q1	$993K	Buy	+6,520	New	+$938K	3.19%	1
2020 Q3	–	Sell	-15,452	Closed	-$1.45M	–	315
2020 Q2	$1.45M	Buy	15,452 +5,093	+49%	+$483K	0.97%	15
2020 Q1	$933K	Sell	10,359 -1,933	-16%	-$235K	2.18%	6
2019 Q4	$1.71M	Buy	+12,292	New	+$1.58M	0.88%	6
2019 Q3	–	Sell	-855	Closed	-$96K	–	1670
2019 Q2	$96K	Buy	+855	New	+$94.3K	0.04%	692

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Quantamental Technologies's JPM Position: Q3 2022 in Review

Quantamental Technologies sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 15,088 shares — an estimated $1.7M sold.

Quantamental Technologies first reported a position in JPM in Q2 2019 and held it in 7 quarters. The position peaked at $1.71M in Q4 2019. 3,390 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Quantamental Technologies reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Quantamental Technologies sold 15,088 JPMorgan Chase shares in Q3 2022, an estimated $1.7M.
Quantamental Technologies first reported a position in JPMorgan Chase in Q2 2019 and held it in 7 quarters.
Quantamental Technologies's JPMorgan Chase position peaked at $1.71M in Q4 2019.
3,390 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Quantamental Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.