Wellcome Trust’s JPMorgan Chase JPM Stock Holding History

Wellcome Trust’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
2017 Q1	–	Sell	-150,000	Closed	-$12.9M	–	23
2016 Q4	$12.9M	Sell	150,000 -600,000	-80%	-$45.8M	0.26%	23
2016 Q3	$49.9M	Hold	750,000	–	–	1.04%	19
2016 Q2	$46.6M	Hold	750,000	–	–	1.06%	21
2016 Q1	$44.4M	Hold	750,000	–	–	0.98%	21
2015 Q4	$49.5M	Hold	750,000	–	–	0.99%	24
2015 Q3	$45.7M	Hold	750,000	–	–	1.01%	22
2015 Q2	$50.8M	Sell	750,000 -10,000	-1%	-$653K	1.03%	23
2015 Q1	$46M	Hold	760,000	–	–	0.99%	22
2014 Q4	$47.6M	Hold	760,000	–	–	0.98%	24
2014 Q3	$45.8M	Buy	760,000 +460,000	+153%	+$26.9M	0.95%	25
2014 Q2	$17.3M	Sell	300,000 -200,000	-40%	-$11.2M	0.42%	27
2014 Q1	$30.4M	Buy	500,000 +300,000	+150%	+$17.3M	0.75%	24
2013 Q4	$11.7M	Buy	+200,000	New	+$11M	0.31%	24

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

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

Wellcome Trust's JPM Position: Q3 2022 in Review

Wellcome Trust sold out of JPMorgan Chase (JPM) in Q3 2022, closing a stake of 2,470,000 shares — an estimated $278M sold.

Wellcome Trust first reported a position in JPM in Q2 2013 and held it in 37 quarters. The position peaked at $655M in Q4 2019. 3,391 funds tracked by Wall St. Rank hold JPM as of Q3 2022.

Wellcome Trust reported no remaining JPMorgan Chase position as of Q3 2022 after selling out during the quarter.
Wellcome Trust sold 2,470,000 JPMorgan Chase shares in Q3 2022, an estimated $278M.
Wellcome Trust first reported a position in JPMorgan Chase in Q2 2013 and held it in 37 quarters.
Wellcome Trust's JPMorgan Chase position peaked at $655M in Q4 2019.
3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2022.

Based on Wellcome Trust's 13F filing for Q3 2022, filed 26 Oct 2022.