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Accurate Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Accurate Investment Solutions’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
Q2 		– Sell
-10,004
Closed -$901K – 194
2020
Q1 		$901K Buy
10,004
+8,430
+536% +$1.02M 0.73% 34
2019
Q4 		$219K Buy
1,574
+107
+7% +$13.7K 0.14% 70
2019
Q3 		$173K Buy
1,467
+3
+0.2% +$339 0.13% 66
2019
Q2 		$164K Buy
1,464
+2
+0.1% +$221 0.12% 65
2019
Q1 		$148K Buy
1,462
+4
+0.3% +$412 0.12% 65
2018
Q4 		$142K Buy
1,458
+23
+2% +$2.45K 0.13% 64
2018
Q3 		$162K Sell
1,435
-194
-12% -$22K 0.11% 64
2018
Q2 		$169K Buy
1,629
+61
+4% +$6.69K 0.12% 73
2018
Q1 		$172K Sell
1,568
-53
-3% -$6K 0.13% 71
2017
Q4 		$174K Sell
1,621
-390
-19% -$39.5K 0.13% 67
2017
Q3 		$192K Buy
2,011
+607
+43% +$56K 0.14% 61
2017
Q2 		$128K Sell
1,404
-1,304
-48% -$113K 0.11% 74
2017
Q1 		$238K Buy
2,708
+502
+23% +$44.3K 0.19% 42
2016
Q4 		$190K Buy
2,206
+755
+52% +$57.6K 0.17% 58
2016
Q3 		$97K Sell
1,451
-45
-3% -$2.93K 0.09% 75
2016
Q2 		$93K Buy
1,496
+165
+12% +$10.3K 0.1% 73
2016
Q1 		$79K Buy
1,331
+176
+15% +$10.3K 0.08% 116
2015
Q4 		$76K Buy
+1,155
New +$75.2K 0.07% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's JPM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 10,004 shares — an estimated $901K sold.

Accurate Investment Solutions first reported a position in JPM in Q4 2015 and held it in 18 quarters. The position peaked at $901K in Q1 2020. 2,847 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Accurate Investment Solutions reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 10,004 JPMorgan Chase shares in Q2 2020, an estimated $901K.
  • Accurate Investment Solutions first reported a position in JPMorgan Chase in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's JPMorgan Chase position peaked at $901K in Q1 2020.
  • 2,847 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.