Zweig-DiMenna Associates’s JPMorgan Chase JPM Stock Holding History

Zweig-DiMenna Associates’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 Q3	–	Sell	-19,185	Closed	-$1.8M	–	138
2020 Q2	$1.8M	Buy	+19,185	New	+$1.82M	0.19%	94
2018 Q1	–	Sell	-5,000	Closed	-$535K	–	153
2017 Q4	$535K	Sell	5,000 -6,591	-57%	-$667K	0.06%	102
2017 Q3	$1.11M	Sell	11,591 -74,523	-87%	-$6.87M	0.1%	105
2017 Q2	$7.87M	Buy	86,114 +68,013	+376%	+$5.87M	0.58%	69
2017 Q1	$1.59M	Buy	18,101 +7,250	+67%	+$640K	0.15%	100
2016 Q4	$936K	Buy	+10,851	New	+$827K	0.07%	120
2016 Q3	–	Sell	-7,600	Closed	-$472K	–	190
2016 Q2	$472K	Buy	+7,600	New	+$475K	0.05%	85
2016 Q1	–	Sell	-3,700	Closed	-$244K	–	237
2015 Q4	$244K	Buy	+3,700	New	+$241K	0.01%	200
2013 Q4	–	Sell	-50,000	Closed	-$2.58M	–	282
2013 Q3	$2.58M	Buy	+50,000	New	+$2.68M	0.1%	138

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Zweig-DiMenna Associates's JPM Position: Q3 2020 in Review

Zweig-DiMenna Associates sold out of JPMorgan Chase (JPM) in Q3 2020, closing a stake of 19,185 shares — an estimated $1.8M sold.

Zweig-DiMenna Associates first reported a position in JPM in Q3 2013 and held it in 9 quarters. The position peaked at $7.87M in Q2 2017. 2,826 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

Zweig-DiMenna Associates reported no remaining JPMorgan Chase position as of Q3 2020 after selling out during the quarter.
Zweig-DiMenna Associates sold 19,185 JPMorgan Chase shares in Q3 2020, an estimated $1.8M.
Zweig-DiMenna Associates first reported a position in JPMorgan Chase in Q3 2013 and held it in 9 quarters.
Zweig-DiMenna Associates's JPMorgan Chase position peaked at $7.87M in Q2 2017.
2,826 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on Zweig-DiMenna Associates's 13F filing for Q3 2020, filed 27 Oct 2020.