Wexford Capital’s JPMorgan Chase JPM Stock Holding History

Wexford Capital’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
2014 Q2	–	Sell	-11,000	Closed	-$668K	–	142
2014 Q1	$668K	Buy	+11,000	New	+$636K	0.05%	124

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Wexford Capital's JPM Position: Q4 2020 in Review

Wexford Capital sold out of JPMorgan Chase (JPM) in Q4 2020, closing a stake of 1,070 shares — an estimated $103K sold.

Wexford Capital first reported a position in JPM in Q2 2013 and held it in 17 quarters. The position peaked at $13.1M in Q1 2018. 3,125 funds tracked by Wall St. Rank hold JPM as of Q4 2020.

Wexford Capital reported no remaining JPMorgan Chase position as of Q4 2020 after selling out during the quarter.
Wexford Capital sold 1,070 JPMorgan Chase shares in Q4 2020, an estimated $103K.
Wexford Capital first reported a position in JPMorgan Chase in Q2 2013 and held it in 17 quarters.
Wexford Capital's JPMorgan Chase position peaked at $13.1M in Q1 2018.
3,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2020.

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