SeaTown Holdings’s JPMorgan Chase JPM Stock Holding History

SeaTown Holdings’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 Q4	–	Sell	-12,500	Closed	-$1.31M	–	72
2022 Q3	$1.31M	Buy	+12,500	New	+$1.43M	0.2%	52
2022 Q2	–	Sell	-152,740	Closed	-$20.8M	–	61
2022 Q1	$20.8M	Buy	152,740 +9,000	+6%	+$1.33M	1.54%	24
2021 Q4	$22.8M	Sell	143,740 -103,000	-42%	-$16.9M	1.23%	32
2021 Q3	$40.4M	Buy	246,740 +48,400	+24%	+$7.59M	1.8%	17
2021 Q2	$30.9M	Sell	198,340 -4,000	-2%	-$628K	1.49%	26
2021 Q1	$30.8M	Sell	202,340 -7,660	-4%	-$1.1M	1.71%	15
2020 Q4	$26.7M	Buy	+210,000	New	+$23.5M	1.83%	11
2020 Q1	–	Sell	-190,770	Closed	-$26.6M	–	63
2019 Q4	$26.6M	Buy	+190,770	New	+$24.5M	3.68%	7

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SeaTown Holdings's JPM Position: Q4 2022 in Review

SeaTown Holdings sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 12,500 shares — an estimated $1.31M sold.

SeaTown Holdings first reported a position in JPM in Q4 2019 and held it in 8 quarters. The position peaked at $40.4M in Q3 2021. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

SeaTown Holdings reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
SeaTown Holdings sold 12,500 JPMorgan Chase shares in Q4 2022, an estimated $1.31M.
SeaTown Holdings first reported a position in JPMorgan Chase in Q4 2019 and held it in 8 quarters.
SeaTown Holdings's JPMorgan Chase position peaked at $40.4M in Q3 2021.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on SeaTown Holdings's 13F filing for Q4 2022, filed 13 Feb 2023.