AIM
JPM icon

Advantage Investment Management’s JPMorgan Chase JPM Stock Holding History

Advantage Investment 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
Q3 		$604K Buy
5,133
+466
+10% +$52.7K 0.47% 38
2019
Q2 		$522K Sell
4,667
-759
-14% -$83.7K 0.4% 40
2019
Q1 		$549K Sell
5,426
-667
-11% -$68.7K 0.43% 43
2018
Q4 		$595K Sell
6,093
-883
-13% -$94.1K 0.45% 43
2018
Q3 		$787K Sell
6,976
-1,006
-13% -$114K 0.51% 34
2018
Q2 		$832K Sell
7,982
-27,873
-78% -$3.06M 0.61% 31
2018
Q1 		$3.94M Sell
35,855
-20
-0.1% -$2.27K 1.5% 15
2017
Q4 		$3.84M Buy
35,875
+18,110
+102% +$1.83M 1.19% 22
2017
Q3 		$1.7M Buy
17,765
+1,420
+9% +$131K 0.55% 41
2017
Q2 		$1.49M Buy
16,345
+901
+6% +$77.7K 0.52% 46
2017
Q1 		$1.36M Sell
15,444
-1,344
-8% -$119K 0.54% 45
2016
Q4 		$1.45M Buy
16,788
+767
+5% +$58.5K 0.54% 45
2016
Q3 		$1.07M Buy
16,021
+925
+6% +$60.3K 0.39% 53
2016
Q2 		$938K Sell
15,096
-5,226
-26% -$326K 0.44% 50
2016
Q1 		$1.2M Buy
20,322
+1,608
+9% +$93.9K 0.52% 47
2015
Q4 		$1.24M Buy
18,714
+1,733
+10% +$113K 0.64% 47
2015
Q3 		$1.03M Sell
16,981
-1,988
-10% -$130K 0.59% 46
2015
Q2 		$1.28M Sell
18,969
-423
-2% -$27.6K 0.62% 44
2015
Q1 		$1.18M Buy
19,392
+1,164
+6% +$68.9K 0.67% 35
2014
Q4 		$1.14M Buy
+18,228
New +$1.1M 0.85% 27

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

Advantage Investment Management's JPM Position: Q3 2019 in Review

Advantage Investment Management increased its JPMorgan Chase (JPM) stake by 10% in Q3 2019, buying an estimated $52.7K and bringing the position to 5,133 shares worth $604K. The position accounts for 0.47% of the portfolio, ranked #38.

Advantage Investment Management first reported a position in JPM in Q4 2014 and has held it in 20 quarters since. The position peaked at $3.94M in Q1 2018. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Advantage Investment Management held 5,133 shares of JPMorgan Chase worth $604K as of Q3 2019.
  • Advantage Investment Management bought 466 JPMorgan Chase shares in Q3 2019, an estimated $52.7K.
  • JPMorgan Chase made up 0.47% of Advantage Investment Management's portfolio in Q3 2019, its #38 holding.
  • Advantage Investment Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's JPMorgan Chase position peaked at $3.94M in Q1 2018.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.