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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
2020
Q1 		– Sell
-165,200
Closed -$23M – 528
2019
Q4 		$23M Sell
165,200
-184,800
-53% -$23.7M 0.38% 78
2019
Q3 		$41.2M Buy
+350,000
New +$39.6M 0.84% 16
2015
Q2 		– Sell
-35,000
Closed -$2.12M – 488
2015
Q1 		$2.12M Buy
+35,000
New +$2.07M 0.09% 236

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
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.