Weiss Multi-Strategy Advisers’s JPMorgan Chase JPM Stock Holding History

Weiss Multi-Strategy Advisers’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
2022 Q4	–	Sell	-196,149	Closed	-$20.5M	–	663
2022 Q3	$20.5M	Buy	+196,149	New	+$22.5M	0.54%	34
2021 Q4	–	Sell	-62,500	Closed	-$10.2M	–	718
2021 Q3	$10.2M	Buy	+62,500	New	+$9.8M	0.22%	144
2020 Q4	–	Sell	-34,676	Closed	-$3.34M	–	735
2020 Q3	$3.34M	Buy	+34,676	New	+$3.41M	0.09%	281
2018 Q3	–	Sell	-5,510	Closed	-$574K	–	586
2018 Q2	$574K	Buy	+5,510	New	+$604K	0.01%	482
2017 Q3	–	Sell	-105,766	Closed	-$9.67M	–	546
2017 Q2	$9.67M	Buy	105,766 +101,053	+2,144%	+$8.72M	0.41%	71
2017 Q1	$414K	Buy	+4,713	New	+$416K	0.02%	468
2015 Q2	–	Sell	-135,000	Closed	-$8.18M	–	487
2015 Q1	$8.18M	Buy	+135,000	New	+$7.99M	0.36%	75
2014 Q2	–	Sell	-250,000	Closed	-$15.2M	–	826
2014 Q1	$15.2M	Sell	250,000 -5,550	-2%	-$321K	0.31%	78
2013 Q4	$14.9M	Sell	255,550 -148,570	-37%	-$8.14M	0.32%	80
2013 Q3	$20.9M	Buy	404,120 +151,290	+60%	+$8.12M	0.45%	58
2013 Q2	$13.3M	Buy	+252,830	New	+$12.9M	0.39%	77

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weiss Multi-Strategy Advisers's JPM Position: Q4 2022 in Review

Weiss Multi-Strategy Advisers sold out of JPMorgan Chase (JPM) in Q4 2022, closing a stake of 196,149 shares — an estimated $20.5M sold.

Weiss Multi-Strategy Advisers first reported a position in JPM in Q2 2013 and held it in 11 quarters. The position peaked at $20.9M in Q3 2013. 3,620 funds tracked by Wall St. Rank hold JPM as of Q4 2022.

Weiss Multi-Strategy Advisers reported no remaining JPMorgan Chase position as of Q4 2022 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 196,149 JPMorgan Chase shares in Q4 2022, an estimated $20.5M.
Weiss Multi-Strategy Advisers first reported a position in JPMorgan Chase in Q2 2013 and held it in 11 quarters.
Weiss Multi-Strategy Advisers's JPMorgan Chase position peaked at $20.9M in Q3 2013.
3,620 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2022.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.