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SkyView Investment Advisors’s JPMorgan Chase JPM Stock Holding History

SkyView Investment Advisors’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
2023
Q4 		– Sell
-548
Closed -$79K – 326
2023
Q3 		$79K Sell
548
-15,559
-97% -$2.33M 0.03% 274
2023
Q2 		$2.34M Buy
16,107
+2
+0% +$275 0.58% 38
2023
Q1 		$2.1M Sell
16,105
-188
-1% -$25.8K 0.49% 47
2022
Q4 		$2.19M Sell
16,293
-2,070
-11% -$262K 0.66% 32
2022
Q3 		$1.92M Buy
18,363
+380
+2% +$43.6K 0.56% 42
2022
Q2 		$2.03M Buy
17,983
+90
+0.5% +$11.2K 0.53% 36
2022
Q1 		$2.22M Sell
17,893
-170
-0.9% -$25.1K 0.52% 36
2021
Q4 		$2.86M Buy
18,063
+413
+2% +$67.8K 0.64% 35
2021
Q3 		$2.89M Sell
17,650
-825
-4% -$129K 0.81% 29
2021
Q2 		$2.81M Hold
18,475
– – 1.31% 22
2021
Q1 		$2.81M Buy
18,475
+236
+1% +$34K 1.25% 23
2020
Q4 		$2.32M Buy
+18,239
New +$2.04M 1.09% 30

Other funds holding JPM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SkyView Investment Advisors's JPM Position: Q4 2023 in Review

SkyView Investment Advisors sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 548 shares — an estimated $79K sold.

SkyView Investment Advisors first reported a position in JPM in Q4 2020 and held it in 12 quarters. The position peaked at $2.89M in Q3 2021. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • SkyView Investment Advisors reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
  • SkyView Investment Advisors sold 548 JPMorgan Chase shares in Q4 2023, an estimated $79K.
  • SkyView Investment Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 12 quarters.
  • SkyView Investment Advisors's JPMorgan Chase position peaked at $2.89M in Q3 2021.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.