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Ratan Capital Management’s JPMorgan Chase JPM Stock Holding History

Ratan Capital Management’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
-4,000
Closed -$633K – 49
2021
Q4 		$633K Hold
4,000
– – 0.1% 55
2021
Q3 		$655K Hold
4,000
– – 0.08% 82
2021
Q2 		$622K Hold
4,000
– – 0.05% 95
2021
Q1 		$609K Sell
4,000
-38,848
-91% -$5.59M 0.07% 95
2020
Q4 		$5.45M Hold
42,848
– – 0.64% 55
2020
Q3 		$4.13M Buy
+42,848
New +$4.21M 0.61% 56

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

Ratan Capital Management's JPM Position: Q1 2022 in Review

Ratan Capital Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 4,000 shares — an estimated $633K sold.

Ratan Capital Management first reported a position in JPM in Q3 2020 and held it in 6 quarters. The position peaked at $5.45M in Q4 2020. 3,511 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Ratan Capital Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Ratan Capital Management sold 4,000 JPMorgan Chase shares in Q1 2022, an estimated $633K.
  • Ratan Capital Management first reported a position in JPMorgan Chase in Q3 2020 and held it in 6 quarters.
  • Ratan Capital Management's JPMorgan Chase position peaked at $5.45M in Q4 2020.
  • 3,511 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

Based on Ratan Capital Management's 13F filing for Q1 2022, filed 16 May 2022.