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Sirios Capital Management’s JPMorgan Chase JPM Stock Holding History

Sirios 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
2016
Q1 		– Sell
-315,566
Closed -$20.8M – 56
2015
Q4 		$20.8M Buy
+315,566
New +$20.5M 0.75% 35
2015
Q1 		– Sell
-1,312,443
Closed -$82.1M – 53
2014
Q4 		$82.1M Buy
1,312,443
+374,965
+40% +$22.6M 2.98% 13
2014
Q3 		$56.5M Buy
+937,478
New +$54.8M 1.95% 23

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

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

Sirios Capital Management sold out of JPMorgan Chase (JPM) in Q1 2022, closing a stake of 7,602 shares — an estimated $1.2M sold.

Sirios Capital Management first reported a position in JPM in Q2 2013 and held it in 32 quarters. The position peaked at $105M in Q2 2017. 3,510 funds tracked by Wall St. Rank hold JPM as of Q1 2022.

  • Sirios Capital Management reported no remaining JPMorgan Chase position as of Q1 2022 after selling out during the quarter.
  • Sirios Capital Management sold 7,602 JPMorgan Chase shares in Q1 2022, an estimated $1.2M.
  • Sirios Capital Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 32 quarters.
  • Sirios Capital Management's JPMorgan Chase position peaked at $105M in Q2 2017.
  • 3,510 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2022.

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