Tarsadia Capital’s JPMorgan Chase JPM Stock Holding History

Tarsadia Capital’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	-40,000	Closed	-$5.08M	–	23
2020 Q4	$5.08M	Buy	+40,000	New	+$4.47M	1.05%	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

Tarsadia Capital's JPM Position: Q1 2021 in Review

Tarsadia Capital sold out of JPMorgan Chase (JPM) in Q1 2021, closing a stake of 40,000 shares — an estimated $5.08M sold.

Tarsadia Capital first reported a position in JPM in Q4 2020 and held it in 1 quarter. The position peaked at $5.08M in Q4 2020. 3,213 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

Tarsadia Capital reported no remaining JPMorgan Chase position as of Q1 2021 after selling out during the quarter.
Tarsadia Capital sold 40,000 JPMorgan Chase shares in Q1 2021, an estimated $5.08M.
Tarsadia Capital first reported a position in JPMorgan Chase in Q4 2020 and held it in 1 quarter.
Tarsadia Capital's JPMorgan Chase position peaked at $5.08M in Q4 2020.
3,213 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Tarsadia Capital's 13F filing for Q1 2021, filed 13 May 2021.