Rhenman & Partners Asset Management’s JPMorgan Chase JPM Stock Holding History

Rhenman & Partners Asset 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
2020 Q3	–	Sell	-1,723	Closed	-$162K	–	89
2020 Q2	$162K	Buy	+1,723	New	+$163K	0.02%	88
2020 Q1	–	Sell	-2,095	Closed	-$292K	–	91
2019 Q4	$292K	Sell	2,095 -377	-15%	-$48.4K	0.03%	86
2019 Q3	$291K	Hold	2,472	–	–	0.04%	84
2019 Q2	$276K	Sell	2,472 -275	-10%	-$30.3K	0.03%	83
2019 Q1	$278K	Hold	2,747	–	–	0.03%	88
2018 Q4	$268K	Sell	2,747 -979	-26%	-$104K	0.03%	83
2018 Q3	$420K	Sell	3,726 -509	-12%	-$57.8K	0.04%	76
2018 Q2	$441K	Sell	4,235 -1,156	-21%	-$127K	0.05%	76
2018 Q1	$593K	Buy	5,391 +873	+19%	+$98.8K	0.07%	78
2017 Q4	$483K	Sell	4,518 -1,123	-20%	-$114K	0.07%	84
2017 Q3	$539K	Buy	5,641 +804	+17%	+$74.1K	0.07%	83
2017 Q2	$442K	Hold	4,837	–	–	0.06%	89
2017 Q1	$425K	Buy	4,837 +750	+18%	+$66.2K	0.07%	87
2016 Q4	$353K	Buy	4,087 +1,399	+52%	+$107K	0.07%	91
2016 Q3	$179K	Buy	+2,688	New	+$175K	0.03%	105

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Rhenman & Partners Asset Management's JPM Position: Q3 2020 in Review

Rhenman & Partners Asset Management sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 1,723 shares — an estimated $162K sold.

Rhenman & Partners Asset Management first reported a position in JPM in Q3 2016 and held it in 15 quarters. The position peaked at $593K in Q1 2018. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Rhenman & Partners Asset Management reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Rhenman & Partners Asset Management sold 1,723 JPMorgan Chase shares in Q3 2020, an estimated $162K.
Rhenman & Partners Asset Management first reported a position in JPMorgan Chase in Q3 2016 and held it in 15 quarters.
Rhenman & Partners Asset Management's JPMorgan Chase position peaked at $593K in Q1 2018.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Rhenman & Partners Asset Management's 13F filing for Q3 2020, filed 13 Oct 2020.