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Taconic Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Taconic Capital Advisors’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
2022
Q3 		– Sell
-10,540
Closed -$1.19M – 672
2022
Q2 		$1.19M Buy
10,540
+2,040
+24% +$253K 0.03% 362
2022
Q1 		$1.16M Buy
+8,500
New +$1.25M 0.03% 367

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Taconic Capital Advisors's JPM Position: Q3 2022 in Review

Taconic Capital Advisors sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 10,540 shares — an estimated $1.19M sold.

Taconic Capital Advisors first reported a position in JPM in Q1 2022 and held it in 2 quarters. The position peaked at $1.19M in Q2 2022. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

  • Taconic Capital Advisors reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
  • Taconic Capital Advisors sold 10,540 JPMorgan Chase shares in Q3 2022, an estimated $1.19M.
  • Taconic Capital Advisors first reported a position in JPMorgan Chase in Q1 2022 and held it in 2 quarters.
  • Taconic Capital Advisors's JPMorgan Chase position peaked at $1.19M in Q2 2022.
  • 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Taconic Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.