UBS O'Connor’s JPMorgan Chase JPM Stock Holding History

UBS O'Connor’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
2013 Q4	–	Sell	-300,000	Closed	-$58K	–	448
2013 Q3	$58K	Buy	+300,000	New	+$16.1M	﹤0.01%	389

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS O'Connor's JPM Position: Q4 2021 in Review

UBS O'Connor sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 135,000 shares — an estimated $22.1M sold.

UBS O'Connor first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $32M in Q3 2013. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

UBS O'Connor reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
UBS O'Connor sold 135,000 JPMorgan Chase shares in Q4 2021, an estimated $22.1M.
UBS O'Connor first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
UBS O'Connor's JPMorgan Chase position peaked at $32M in Q3 2013.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on UBS O'Connor's 13F filing for Q4 2021, filed 14 Feb 2022.