Steadfast Capital Management’s JPMorgan Chase JPM Stock Holding History

Steadfast 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
2021 Q1	–	Sell	-1,813,032	Closed	-$230M	–	61
2020 Q4	$230M	Sell	1,813,032 -220,551	-11%	-$24.7M	2.32%	14
2020 Q3	$196M	Buy	2,033,583 +778,993	+62%	+$76.5M	2.14%	18
2020 Q2	$118M	Buy	1,254,590 +244,605	+24%	+$23.2M	1.35%	28
2020 Q1	$90.9M	Sell	1,009,985 -713,378	-41%	-$86.7M	1.39%	29
2019 Q4	$240M	Buy	+1,723,363	New	+$221M	2.63%	14
2019 Q1	–	Sell	-1,278,432	Closed	-$125M	–	48
2018 Q4	$125M	Buy	+1,278,432	New	+$136M	2.22%	17

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steadfast Capital Management's JPM Position: Q1 2021 in Review

Steadfast Capital Management sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 1,813,032 shares — an estimated $230M sold.

Steadfast Capital Management first reported a position in JPM in Q4 2018 and held it in 6 quarters. The position peaked at $240M in Q4 2019. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Steadfast Capital Management reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
Steadfast Capital Management sold 1,813,032 JPMorgan Chase shares in Q1 2021, an estimated $230M.
Steadfast Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 6 quarters.
Steadfast Capital Management's JPMorgan Chase position peaked at $240M in Q4 2019.
3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Steadfast Capital Management's 13F filing for Q1 2021, filed 17 May 2021.