Spouting Rock Asset Management’s JPMorgan Chase JPM Stock Holding History

Spouting Rock Asset 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
2023 Q1	–	Sell	-4,588	Closed	-$615K	–	188
2022 Q4	$615K	Buy	+4,588	New	+$581K	0.46%	69
2021 Q1	–	Sell	-6,607	Closed	-$840K	–	220
2020 Q4	$840K	Sell	6,607 -5,051	-43%	-$565K	0.27%	127
2020 Q3	$1.12M	Buy	11,658 +68	+0.6%	+$6.68K	0.54%	65
2020 Q2	$1.09M	Buy	+11,590	New	+$1.1M	0.52%	57

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

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

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

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

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

Spouting Rock Asset Management's JPM Position: Q1 2023 in Review

Spouting Rock Asset Management sold out of JPMorgan Chase (JPM) in Q1 2023, closing a stake of 4,588 shares — an estimated $615K sold.

Spouting Rock Asset Management first reported a position in JPM in Q2 2020 and held it in 4 quarters. The position peaked at $1.12M in Q3 2020. 3,602 funds tracked by Wall St. Rank hold JPM as of Q1 2023.

Spouting Rock Asset Management reported no remaining JPMorgan Chase position as of Q1 2023 after selling out during the quarter.
Spouting Rock Asset Management sold 4,588 JPMorgan Chase shares in Q1 2023, an estimated $615K.
Spouting Rock Asset Management first reported a position in JPMorgan Chase in Q2 2020 and held it in 4 quarters.
Spouting Rock Asset Management's JPMorgan Chase position peaked at $1.12M in Q3 2020.
3,602 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2023.

Based on Spouting Rock Asset Management's 13F filing for Q1 2023, filed 10 May 2023.