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ADI Capital Management’s JPMorgan Chase JPM Stock Holding History

ADI Capital Management’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
-42,371
Closed -$4.14M – 25
2018
Q4 		$4.14M Buy
+42,371
New +$4.51M 12.48% 4

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

ADI Capital Management's JPM Position: Q1 2019 in Review

ADI Capital Management sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 42,371 shares — an estimated $4.14M sold.

ADI Capital Management first reported a position in JPM in Q4 2018 and held it in 1 quarter. The position peaked at $4.14M in Q4 2018. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • ADI Capital Management reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • ADI Capital Management sold 42,371 JPMorgan Chase shares in Q1 2019, an estimated $4.14M.
  • ADI Capital Management first reported a position in JPMorgan Chase in Q4 2018 and held it in 1 quarter.
  • ADI Capital Management's JPMorgan Chase position peaked at $4.14M in Q4 2018.
  • 2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

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