WCM
JPM icon

Weld Capital Management’s JPMorgan Chase JPM Stock Holding History

Weld Capital Management’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
Q4 		– Sell
-18,242
Closed -$1.76M – 578
2020
Q3 		$1.76M Buy
18,242
+13,783
+309% +$1.35M 0.69% 14
2020
Q2 		$419K Buy
+4,459
New +$423K 0.16% 213
2020
Q1 		– Sell
-13,942
Closed -$1.94M – 574
2019
Q4 		$1.94M Buy
+13,942
New +$1.79M 0.37% 64

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Weld Capital Management's JPM Position: Q4 2020 in Review

Weld Capital Management sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 18,242 shares — an estimated $1.76M sold.

Weld Capital Management first reported a position in JPM in Q4 2019 and held it in 3 quarters. The position peaked at $1.94M in Q4 2019. 3,126 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

  • Weld Capital Management reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 18,242 JPMorgan Chase shares in Q4 2020, an estimated $1.76M.
  • Weld Capital Management first reported a position in JPMorgan Chase in Q4 2019 and held it in 3 quarters.
  • Weld Capital Management's JPMorgan Chase position peaked at $1.94M in Q4 2019.
  • 3,126 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.