Stone Ridge Asset Management’s JPMorgan Chase JPM Stock Holding History

Stone Ridge 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
2020 Q3	–	Sell	-190,000	Closed	-$17.9M	–	248
2020 Q2	$17.9M	Buy	+190,000	New	+$18M	2.85%	6
2019 Q1	–	Sell	-8,879	Closed	-$867K	–	1180
2018 Q4	$867K	Hold	8,879	–	–	0.05%	488
2018 Q3	$1M	Sell	8,879 -100,900	-92%	-$11.5M	0.05%	473
2018 Q2	$11.4M	Hold	109,779	–	–	0.65%	17
2018 Q1	$12.1M	Buy	109,779 +100,900	+1,136%	+$11.4M	0.7%	20
2017 Q4	$950K	Buy	+8,879	New	+$899K	0.06%	416

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Stone Ridge Asset Management's JPM Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 190,000 shares — an estimated $17.9M sold.

Stone Ridge Asset Management first reported a position in JPM in Q4 2017 and held it in 6 quarters. The position peaked at $17.9M in Q2 2020. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Stone Ridge Asset Management reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 190,000 JPMorgan Chase shares in Q3 2020, an estimated $17.9M.
Stone Ridge Asset Management first reported a position in JPMorgan Chase in Q4 2017 and held it in 6 quarters.
Stone Ridge Asset Management's JPMorgan Chase position peaked at $17.9M in Q2 2020.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.