AC
JPM icon

AFAM Capital’s JPMorgan Chase JPM Stock Holding History

AFAM Capital’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
2018
Q3 		$12.8M Buy
113,361
+122
+0.1% +$13.8K 1.78% 5
2018
Q2 		$11.8M Sell
113,239
-1,485
-1% -$163K 1.72% 6
2018
Q1 		$12.6M Buy
114,724
+378
+0.3% +$42.8K 1.39% 7
2017
Q4 		$12.2M Sell
114,346
-3,922
-3% -$397K 1.35% 4
2017
Q3 		$11.3M Sell
118,268
-255
-0.2% -$23.5K 1.36% 5
2017
Q2 		$10.8M Buy
118,523
+3,366
+3% +$290K 1.39% 7
2017
Q1 		$10.1M Sell
115,157
-3,505
-3% -$309K 1.4% 7
2016
Q4 		$10.2M Sell
118,662
-7,877
-6% -$601K 1.55% 5
2016
Q3 		$8.43M Sell
126,539
-1,632
-1% -$106K 1.35% 9
2016
Q2 		$7.96M Sell
128,171
-916
-0.7% -$57.2K 1.32% 9
2016
Q1 		$7.64M Sell
129,087
-6,987
-5% -$408K 1.25% 12
2015
Q4 		$8.98M Sell
136,074
-1,034
-0.8% -$67.3K 1.39% 11
2015
Q3 		$8.36M Buy
137,108
+375
+0.3% +$24.6K 1.27% 15
2015
Q2 		$9.27M Buy
136,733
+888
+0.7% +$58K 1.23% 12
2015
Q1 		$8.23M Sell
135,845
-326
-0.2% -$19.3K 1.06% 22
2014
Q4 		$8.52M Sell
136,171
-141
-0.1% -$8.48K 1.09% 22
2014
Q3 		$8.21M Buy
136,312
+584
+0.4% +$34.1K 1.04% 19
2014
Q2 		$7.82M Sell
135,728
-3,983
-3% -$224K 0.98% 27
2014
Q1 		$8.48M Buy
139,711
+1,619
+1% +$93.6K 1.14% 18
2013
Q4 		$8.08M Sell
138,092
-319
-0.2% -$17.5K 1.09% 24
2013
Q3 		$7.15M Buy
138,411
+1,022
+0.7% +$54.8K 0.98% 26
2013
Q2 		$7.25M Buy
+137,389
New +$6.98M 1.01% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AFAM Capital's JPM Position: Q3 2018 in Review

AFAM Capital increased its JPMorgan Chase (JPM) stake by 0.11% in Q3 2018, buying an estimated $13.8K and bringing the position to 113,361 shares worth $12.8M. The position accounts for 1.78% of the portfolio, ranked #5.

AFAM Capital first reported a position in JPM in Q2 2013 and has held it in 22 quarters since. 2,449 funds tracked by Wall St. Rank hold JPM as of Q3 2018.

  • AFAM Capital held 113,361 shares of JPMorgan Chase worth $12.8M as of Q3 2018.
  • AFAM Capital bought 122 JPMorgan Chase shares in Q3 2018, an estimated $13.8K.
  • JPMorgan Chase made up 1.78% of AFAM Capital's portfolio in Q3 2018, its #5 holding.
  • AFAM Capital first reported a position in JPMorgan Chase in Q2 2013 and has held it in 22 quarters since.
  • 2,449 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.