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A&I Financial Services’s JPMorgan Chase JPM Stock Holding History

A&I Financial Services’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
2019
Q3 		$228K Hold
1,935
– – 0.34% 25
2019
Q2 		$216K Buy
+1,935
New +$213K 0.35% 20

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

A&I Financial Services's JPM Position: Q3 2019 in Review

A&I Financial Services held its JPMorgan Chase (JPM) position steady in Q3 2019 at 1,935 shares worth $228K. The position accounts for 0.34% of the portfolio, ranked #25.

A&I Financial Services first reported a position in JPM in Q2 2019 and has held it in 2 quarters since. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • A&I Financial Services held 1,935 shares of JPMorgan Chase worth $228K as of Q3 2019.
  • A&I Financial Services left its JPMorgan Chase share count unchanged in Q3 2019.
  • JPMorgan Chase made up 0.34% of A&I Financial Services's portfolio in Q3 2019, its #25 holding.
  • A&I Financial Services first reported a position in JPMorgan Chase in Q2 2019 and has held it in 2 quarters since.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on A&I Financial Services's 13F filing for Q3 2019, filed 9 Oct 2019.