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Suvretta Capital Management’s JPMorgan Chase JPM Stock Holding History

Suvretta 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
2019
Q1 		– Sell
-10,000
Closed -$976K – 42
2018
Q4 		$976K Buy
+10,000
New +$1.07M 0.06% 22
2018
Q2 		– Sell
-1,231,200
Closed -$135M – 27
2018
Q1 		$135M Buy
+1,231,200
New +$139M 3.42% 13
2017
Q1 		– Sell
-1,553,400
Closed -$134M – 47
2016
Q4 		$134M Buy
+1,553,400
New +$118M 3.47% 6

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Suvretta Capital Management's JPM Position: Q1 2019 in Review

Suvretta Capital Management sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 10,000 shares — an estimated $976K sold.

Suvretta Capital Management first reported a position in JPM in Q4 2016 and held it in 3 quarters. The position peaked at $135M in Q1 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Suvretta Capital Management reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • Suvretta Capital Management sold 10,000 JPMorgan Chase shares in Q1 2019, an estimated $976K.
  • Suvretta Capital Management first reported a position in JPMorgan Chase in Q4 2016 and held it in 3 quarters.
  • Suvretta Capital Management's JPMorgan Chase position peaked at $135M in Q1 2018.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Suvretta Capital Management's 13F filing for Q1 2019, filed 15 May 2019.