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Thunderbird Partners’s JPMorgan Chase JPM Stock Holding History

Thunderbird Partners’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
Q3 		– Sell
-300,113
Closed -$46.7M – 14
2021
Q2 		$46.7M Sell
300,113
-245,808
-45% -$38.6M 4.19% 10
2021
Q1 		$83.1M Sell
545,921
-146,397
-21% -$21.1M 7% 8
2020
Q4 		$88M Buy
692,318
+121,795
+21% +$13.6M 7.3% 6
2020
Q3 		$54.9M Buy
+570,523
New +$56M 6.6% 8

Other funds holding JPM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Thunderbird Partners's JPM Position: Q3 2021 in Review

Thunderbird Partners sold out of JPMorgan Chase (JPM) in Q3 2021, closing a stake of 300,113 shares — an estimated $46.7M sold.

Thunderbird Partners first reported a position in JPM in Q3 2020 and held it in 4 quarters. The position peaked at $88M in Q4 2020. 3,232 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

  • Thunderbird Partners reported no remaining JPMorgan Chase position as of Q3 2021 after selling out during the quarter.
  • Thunderbird Partners sold 300,113 JPMorgan Chase shares in Q3 2021, an estimated $46.7M.
  • Thunderbird Partners first reported a position in JPMorgan Chase in Q3 2020 and held it in 4 quarters.
  • Thunderbird Partners's JPMorgan Chase position peaked at $88M in Q4 2020.
  • 3,232 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Thunderbird Partners's 13F filing for Q3 2021, filed 15 Nov 2021.