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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Versor Investments's JPM Position: Q3 2024 in Review

Versor Investments sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 5,700 shares — an estimated $1.15M sold.

Versor Investments first reported a position in JPM in Q4 2017 and held it in 10 quarters. The position peaked at $3.13M in Q2 2022. 4,211 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Versor Investments reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Versor Investments sold 5,700 JPMorgan Chase shares in Q3 2024, an estimated $1.15M.
Versor Investments first reported a position in JPMorgan Chase in Q4 2017 and held it in 10 quarters.
Versor Investments's JPMorgan Chase position peaked at $3.13M in Q2 2022.
4,211 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.