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Aaron Cowen’s JPMorgan Chase JPM Stock Holding History

Aaron Cowen’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
Q1 		– Sell
-10,000
Closed -$976K – 42
2018
Q4 		$976K Buy
+10,000
New +$1.07M 0.06% 22
2018
Q2 		– Sell
-1,231,200
Closed -$135M – 27
2018
Q1 		$135M Buy
+1,231,200
New +$139M 3.42% 13
2017
Q1 		– Sell
-1,553,400
Closed -$134M – 47
2016
Q4 		$134M Buy
+1,553,400
New +$118M 3.47% 6

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Cowen's JPM Position: Q1 2019 in Review

Aaron Cowen sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 10,000 shares — an estimated $976K sold.

Aaron Cowen first reported a position in JPM in Q4 2016 and held it in 3 quarters. The position peaked at $135M in Q1 2018. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Aaron Cowen reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • Aaron Cowen sold 10,000 JPMorgan Chase shares in Q1 2019, an estimated $976K.
  • Aaron Cowen first reported a position in JPMorgan Chase in Q4 2016 and held it in 3 quarters.
  • Aaron Cowen's JPMorgan Chase position peaked at $135M in Q1 2018.
  • 2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Suvretta Capital Management's 13F filing for Q1 2019, filed 15 May 2019.