Versor Investments’s JPMorgan Chase JPM Stock Holding History

Versor 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
2024 Q3	–	Sell	-5,700	Closed	-$1.15M	–	876
2024 Q2	$1.15M	Buy	+5,700	New	+$1.11M	0.21%	122
2023 Q3	–	Sell	-1,600	Closed	-$233K	–	757
2023 Q2	$233K	Sell	1,600 -3,674	-70%	-$505K	0.04%	514
2023 Q1	$687K	Sell	5,274 -515	-9%	-$70.6K	0.09%	214
2022 Q4	$776K	Sell	5,789 -19,068	-77%	-$2.42M	0.07%	214
2022 Q3	$2.6M	Sell	24,857 -2,911	-10%	-$334K	0.15%	60
2022 Q2	$3.13M	Buy	27,768 +21,168	+321%	+$2.62M	0.12%	53
2022 Q1	$900K	Buy	6,600 +2,600	+65%	+$384K	0.03%	149
2021 Q4	$633K	Buy	+4,000	New	+$657K	0.02%	195
2019 Q1	–	Sell	-6,100	Closed	-$595K	–	297
2018 Q4	$595K	Buy	+6,100	New	+$650K	0.14%	137
2018 Q1	–	Sell	-7,600	Closed	-$813K	–	269
2017 Q4	$813K	Buy	+7,600	New	+$770K	0.24%	123

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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