Value Partners Investments’s JPMorgan Chase JPM Stock Holding History

Value Partners Investments’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 Q4	–	Sell	-39,120	Closed	-$6.37M	–	80
2021 Q3	$6.37M	Buy	39,120 +39	+0.1%	+$6.11K	0.54%	30
2021 Q2	$6.07M	Sell	39,081 -100	-0.3%	-$15.7K	0.49%	29
2021 Q1	$5.96M	Sell	39,181 -8,023	-17%	-$1.15M	0.52%	29
2020 Q4	$6M	Sell	47,204 -1,720	-4%	-$192K	0.53%	33
2020 Q3	$4.72M	Buy	48,924 +15,973	+48%	+$1.57M	0.48%	37
2020 Q2	$3.1M	Buy	32,951 +29,544	+867%	+$2.8M	0.32%	36
2020 Q1	$304K	Sell	3,407 -1,644	-33%	-$200K	0.05%	28
2019 Q4	$704K	Buy	+5,051	New	+$648K	0.09%	25

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

Value Partners Investments's JPM Position: Q4 2021 in Review

Value Partners Investments sold out of JPMorgan Chase (JPM) in Q4 2021, closing a stake of 39,120 shares — an estimated $6.37M sold.

Value Partners Investments first reported a position in JPM in Q4 2019 and held it in 8 quarters. The position peaked at $6.37M in Q3 2021. 3,588 funds tracked by Wall St. Rank hold JPM as of Q4 2021.

Value Partners Investments reported no remaining JPMorgan Chase position as of Q4 2021 after selling out during the quarter.
Value Partners Investments sold 39,120 JPMorgan Chase shares in Q4 2021, an estimated $6.37M.
Value Partners Investments first reported a position in JPMorgan Chase in Q4 2019 and held it in 8 quarters.
Value Partners Investments's JPMorgan Chase position peaked at $6.37M in Q3 2021.
3,588 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2021.

Based on Value Partners Investments's 13F filing for Q4 2021, filed 12 Jan 2022.