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Advisor Group’s JPMorgan Chase JPM Stock Holding History

Advisor Group’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
Q4 		$54.9M Buy
393,962
+16,324
+4% +$2.09M 0.38% 44
2019
Q3 		$44.5M Sell
377,638
-8,173
-2% -$924K 0.33% 54
2019
Q2 		$43.2M Buy
385,811
+7,844
+2% +$865K 0.33% 55
2019
Q1 		$38.3M Buy
377,967
+29,240
+8% +$3.01M 0.31% 62
2018
Q4 		$34.1M Buy
348,727
+37,407
+12% +$3.99M 0.33% 53
2018
Q3 		$35.1M Buy
311,320
+48,886
+19% +$5.55M 0.35% 51
2018
Q2 		$27.4M Buy
262,434
+1,982
+0.8% +$217K 0.38% 53
2018
Q1 		$28.7M Buy
260,452
+8,053
+3% +$912K 0.39% 48
2017
Q4 		$27M Buy
252,399
+24,485
+11% +$2.48M 0.36% 55
2017
Q3 		$21.8M Buy
227,914
+23,620
+12% +$2.18M 0.34% 56
2017
Q2 		$18.7M Buy
204,294
+18,308
+10% +$1.58M 0.33% 58
2017
Q1 		$16.3M Buy
185,986
+18,813
+11% +$1.66M 0.33% 53
2016
Q4 		$14.4M Sell
167,173
-25,116
-13% -$1.92M 0.33% 56
2016
Q3 		$12.8M Buy
192,289
+23,301
+14% +$1.52M 0.31% 65
2016
Q2 		$10.5M Buy
+168,988
New +$10.6M 0.28% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's JPM Position: Q4 2019 in Review

Advisor Group increased its JPMorgan Chase (JPM) stake by 4.3% in Q4 2019, buying an estimated $2.09M and bringing the position to 393,962 shares worth $54.9M. The position accounts for 0.38% of the portfolio, ranked #44.

Advisor Group first reported a position in JPM in Q2 2016 and has held it in 15 quarters since. 2,891 funds tracked by Wall St. Rank hold JPM as of Q4 2019.

  • Advisor Group held 393,962 shares of JPMorgan Chase worth $54.9M as of Q4 2019.
  • Advisor Group bought 16,324 JPMorgan Chase shares in Q4 2019, an estimated $2.09M.
  • JPMorgan Chase made up 0.38% of Advisor Group's portfolio in Q4 2019, its #44 holding.
  • Advisor Group first reported a position in JPMorgan Chase in Q2 2016 and has held it in 15 quarters since.
  • 2,891 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.