Quantitative Systematic Strategies’s JPMorgan Chase JPM Stock Holding History

Quantitative Systematic Strategies’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
2020 Q4	–	Sell	-32,500	Closed	-$3.13M	–	689
2020 Q3	$3.13M	Buy	32,500 +4,942	+18%	+$485K	0.55%	36
2020 Q2	$2.59M	Buy	27,558 +19,975	+263%	+$1.9M	0.51%	34
2020 Q1	$683K	Buy	+7,583	New	+$921K	0.56%	56
2019 Q2	–	Sell	-5,176	Closed	-$524K	–	523
2019 Q1	$524K	Buy	+5,176	New	+$533K	0.13%	218
2018 Q3	–	Sell	-25,763	Closed	-$2.69M	–	709
2018 Q2	$2.69M	Buy	+25,763	New	+$2.83M	0.49%	29
2018 Q1	–	Sell	-9,973	Closed	-$1.07M	–	688
2017 Q4	$1.07M	Buy	9,973 +3,366	+51%	+$341K	0.27%	124
2017 Q3	$631K	Buy	6,607 +2,967	+82%	+$274K	0.17%	210
2017 Q2	$332K	Buy	+3,640	New	+$314K	0.08%	306
2016 Q4	–	Sell	-11,156	Closed	-$734K	–	368
2016 Q3	$734K	Buy	+11,156	New	+$727K	0.27%	151
2015 Q3	–	Sell	-5,939	Closed	-$399K	–	451
2015 Q2	$399K	Sell	5,939 -7,467	-56%	-$488K	0.09%	367
2015 Q1	$817K	Buy	+13,406	New	+$794K	0.22%	141
2014 Q4	–	Sell	-12,016	Closed	-$725K	–	380
2014 Q3	$725K	Buy	12,016 +4,714	+65%	+$276K	0.42%	87
2014 Q2	$420K	Buy	+7,302	New	+$411K	0.3%	136

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Quantitative Systematic Strategies's JPM Position: Q4 2020 in Review

Quantitative Systematic Strategies sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 32,500 shares — an estimated $3.13M sold.

Quantitative Systematic Strategies first reported a position in JPM in Q2 2014 and held it in 13 quarters. The position peaked at $3.13M in Q3 2020. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Quantitative Systematic Strategies reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
Quantitative Systematic Strategies sold 32,500 JPMorgan Chase shares in Q4 2020, an estimated $3.13M.
Quantitative Systematic Strategies first reported a position in JPMorgan Chase in Q2 2014 and held it in 13 quarters.
Quantitative Systematic Strategies's JPMorgan Chase position peaked at $3.13M in Q3 2020.
3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Quantitative Systematic Strategies's 13F filing for Q4 2020, filed 9 Feb 2021.