Spartan Fund Management’s JPMorgan Chase JPM Stock Holding History

Spartan Fund 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
2024 Q1	–	Sell	-4,312	Closed	-$733K	–	128
2023 Q4	$733K	Hold	4,312	–	–	0.9%	45
2023 Q3	$625K	Sell	4,312 -936	-18%	-$140K	0.47%	73
2023 Q2	$1.25M	Sell	5,248 -64	-1%	-$8.8K	0.3%	103
2023 Q1	$692K	Buy	5,312 +1,000	+23%	+$137K	0.32%	106
2022 Q4	$578K	Hold	4,312	–	–	0.21%	154
2022 Q3	$451K	Hold	4,312	–	–	0.14%	218
2022 Q2	$486K	Buy	+4,312	New	+$534K	0.1%	274

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Spartan Fund Management's JPM Position: Q1 2024 in Review

Spartan Fund Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 4,312 shares — an estimated $733K sold.

Spartan Fund Management first reported a position in JPM in Q2 2022 and held it in 7 quarters. The position peaked at $1.25M in Q2 2023. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Spartan Fund Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
Spartan Fund Management sold 4,312 JPMorgan Chase shares in Q1 2024, an estimated $733K.
Spartan Fund Management first reported a position in JPMorgan Chase in Q2 2022 and held it in 7 quarters.
Spartan Fund Management's JPMorgan Chase position peaked at $1.25M in Q2 2023.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Spartan Fund Management's 13F filing for Q1 2024, filed 23 Apr 2024.