11A
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10-15 Associates’s JPMorgan Chase JPM Stock Holding History

10-15 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 		$14.1M Buy
146,354
+3,905
+3% +$383K 2.73% 11
2020
Q2 		$13.4M Buy
142,449
+11,878
+9% +$1.13M 2.7% 12
2020
Q1 		$11.8M Sell
130,571
-2,596
-2% -$315K 2.74% 13
2019
Q4 		$18.6M Sell
133,167
-2,506
-2% -$321K 3.5% 3
2019
Q3 		$16M Sell
135,673
-31
-0% -$3.51K 3.29% 4
2019
Q2 		$15.2M Sell
135,704
-2,567
-2% -$283K 3.29% 4
2019
Q1 		$14M Sell
138,271
-239
-0.2% -$24.6K 3.01% 8
2018
Q4 		$13.5M Buy
138,510
+1,362
+1% +$145K 3.31% 7
2018
Q3 		$15.5M Sell
137,148
-13,979
-9% -$1.59M 3.47% 3
2018
Q2 		$15.7M Buy
151,127
+8,639
+6% +$948K 3.54% 2
2018
Q1 		$15.7M Sell
142,488
-169
-0.1% -$19.1K 3.72% 2
2017
Q4 		$15.3M Sell
142,657
-732
-0.5% -$74.1K 3.65% 3
2017
Q3 		$13.7M Sell
143,389
-16,638
-10% -$1.53M 3.46% 3
2017
Q2 		$14.6M Buy
160,027
+3,665
+2% +$316K 4.11% 2
2017
Q1 		$13.7M Sell
156,362
-28,845
-16% -$2.54M 3.76% 2
2016
Q4 		$16M Sell
185,207
-7,023
-4% -$536K 4.48% 2
2016
Q3 		$12.8M Sell
192,230
-133
-0.1% -$8.67K 3.56% 2
2016
Q2 		$12M Buy
192,363
+10,921
+6% +$682K 3.44% 3
2016
Q1 		$10.7M Buy
181,442
+18,759
+12% +$1.1M 3.34% 3
2015
Q4 		$10.7M Buy
162,683
+6,154
+4% +$401K 3.12% 6
2015
Q3 		$9.54M Buy
156,529
+11,217
+8% +$735K 3.27% 4
2015
Q2 		$9.85M Buy
145,312
+103,120
+244% +$6.73M 3.05% 6
2015
Q1 		$2.56M Buy
42,192
+232
+0.6% +$13.7K 0.85% 31
2014
Q4 		$2.63M Sell
41,960
-1,277
-3% -$76.8K 0.84% 32
2014
Q3 		$2.6M Sell
43,237
-210
-0.5% -$12.3K 0.88% 31
2014
Q2 		$2.5M Buy
43,447
+8,637
+25% +$486K 0.79% 33
2014
Q1 		$2.11M Sell
34,810
-495
-1% -$28.6K 0.69% 36
2013
Q4 		$2.06M Sell
35,305
-593
-2% -$32.5K 0.71% 35
2013
Q3 		$1.86M Buy
35,898
+1,867
+5% +$100K 0.77% 32
2013
Q2 		$1.8M Buy
+34,031
New +$1.73M 0.83% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

10-15 Associates's JPM Position: Q3 2020 in Review

10-15 Associates increased its JPMorgan Chase (JPM) stake by 2.7% in Q3 2020, buying an estimated $383K and bringing the position to 146,354 shares worth $14.1M. The position accounts for 2.73% of the portfolio, ranked #11.

10-15 Associates first reported a position in JPM in Q2 2013 and has held it in 30 quarters since. The position peaked at $18.6M in Q4 2019. 2,827 funds tracked by Wall St. Rank hold JPM as of Q3 2020.

  • 10-15 Associates held 146,354 shares of JPMorgan Chase worth $14.1M as of Q3 2020.
  • 10-15 Associates bought 3,905 JPMorgan Chase shares in Q3 2020, an estimated $383K.
  • JPMorgan Chase made up 2.73% of 10-15 Associates's portfolio in Q3 2020, its #11 holding.
  • 10-15 Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 30 quarters since.
  • 10-15 Associates's JPMorgan Chase position peaked at $18.6M in Q4 2019.
  • 2,827 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.