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Slow Capital’s JPMorgan Chase JPM Stock Holding History

Slow Capital’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
Q4 		– Sell
-1,851
Closed -$178K – 229
2020
Q3 		$178K Sell
1,851
-3,866
-68% -$380K 0.05% 171
2020
Q2 		$538K Sell
5,717
-8,781
-61% -$833K 0.16% 130
2020
Q1 		$1.3M Buy
14,498
+3,286
+29% +$399K 0.49% 80
2019
Q4 		$1.56M Sell
11,212
-764
-6% -$98K 0.48% 75
2019
Q3 		$1.41M Buy
11,976
+3,909
+48% +$442K 0.5% 81
2019
Q2 		$902K Sell
8,067
-10,211
-56% -$1.13M 0.37% 85
2019
Q1 		$1.85M Buy
18,278
+346
+2% +$35.6K 0.74% 54
2018
Q4 		$1.75M Buy
17,932
+256
+1% +$27.3K 0.84% 46
2018
Q3 		$2M Buy
17,676
+265
+2% +$30.1K 0.89% 38
2018
Q2 		$1.81M Buy
17,411
+125
+0.7% +$13.7K 0.92% 41
2018
Q1 		$1.9M Buy
17,286
+10,082
+140% +$1.14M 0.85% 43
2017
Q4 		$770K Buy
+7,204
New +$729K 0.4% 86

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Slow Capital's JPM Position: Q4 2020 in Review

Slow Capital sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 1,851 shares — an estimated $178K sold.

Slow Capital first reported a position in JPM in Q4 2017 and held it in 12 quarters. The position peaked at $2M in Q3 2018. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Slow Capital reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Slow Capital sold 1,851 JPMorgan Chase shares in Q4 2020, an estimated $178K.
  • Slow Capital first reported a position in JPMorgan Chase in Q4 2017 and held it in 12 quarters.
  • Slow Capital's JPMorgan Chase position peaked at $2M in Q3 2018.
  • 3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Slow Capital's 13F filing for Q4 2020, filed 11 Feb 2021.