AlphaOne Investment Services’s JPMorgan Chase JPM Stock Holding History

AlphaOne Investment Services’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 Q4	–	Sell	-43,500	Closed	-$4.91M	–	219
2018 Q3	$4.91M	Hold	43,500	–	–	1.46%	28
2018 Q2	$4.53M	Buy	43,500 +34,600	+389%	+$3.8M	1.3%	36
2018 Q1	$979K	Sell	8,900 -1,900	-18%	-$215K	0.27%	79
2017 Q4	$1.16M	Sell	10,800 -4,600	-30%	-$466K	0.35%	70
2017 Q3	$1.47M	Sell	15,400 -30,600	-67%	-$2.82M	0.39%	73
2017 Q2	$4.2M	Hold	46,000	–	–	1.13%	37
2017 Q1	$4.04M	Buy	46,000 +38,000	+475%	+$3.35M	1.02%	35
2016 Q4	$690K	Buy	+8,000	New	+$610K	0.19%	87

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaOne Investment Services's JPM Position: Q2 2019 in Review

AlphaOne Investment Services sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 9,000 shares — an estimated $911K sold.

AlphaOne Investment Services first reported a position in JPM in Q2 2015 and held it in 11 quarters. The position peaked at $4.91M in Q3 2018. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

AlphaOne Investment Services reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
AlphaOne Investment Services sold 9,000 JPMorgan Chase shares in Q2 2019, an estimated $911K.
AlphaOne Investment Services first reported a position in JPMorgan Chase in Q2 2015 and held it in 11 quarters.
AlphaOne Investment Services's JPMorgan Chase position peaked at $4.91M in Q3 2018.
2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on AlphaOne Investment Services's 13F filing for Q2 2019, filed 13 Aug 2019.