Schroders’s JPMorgan Chase JPM Stock Holding History

Schroders’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	-4,595	Closed	-$517K	–	43
2022 Q2	$517K	Sell	4,595 -2,627	-36%	-$325K	0.15%	18
2022 Q1	$984K	Buy	+7,222	New	+$1.07M	0.22%	18

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schroders's JPM Position: Q3 2022 in Review

Schroders sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 4,595 shares — an estimated $517K sold.

Schroders first reported a position in JPM in Q1 2022 and held it in 2 quarters. The position peaked at $984K in Q1 2022. 3,393 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Schroders reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Schroders sold 4,595 JPMorgan Chase shares in Q3 2022, an estimated $517K.
Schroders first reported a position in JPMorgan Chase in Q1 2022 and held it in 2 quarters.
Schroders's JPMorgan Chase position peaked at $984K in Q1 2022.
3,393 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Schroders's 13F filing for Q3 2022, filed 24 Oct 2022.