AAM
JPM icon

American Asset Management’s JPMorgan Chase JPM Stock Holding History

American Asset 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
2020
Q1 		– Sell
-10,307
Closed -$1.44M – 57
2019
Q4 		$1.44M Buy
10,307
+50
+0.5% +$6.41K 0.92% 10
2019
Q3 		$1.21M Hold
10,257
– – 0.83% 11
2019
Q2 		$1.15M Buy
10,257
+191
+2% +$21.1K 0.79% 12
2019
Q1 		$1.02M Buy
10,066
+100
+1% +$10.3K 0.77% 14
2018
Q4 		$973K Sell
9,966
-50
-0.5% -$5.33K 0.71% 12
2018
Q3 		$1.13M Buy
10,016
+390
+4% +$44.3K 0.99% 10
2018
Q2 		$1M Sell
9,626
-100
-1% -$11K 0.66% 11
2018
Q1 		$1.07M Hold
9,726
– – 0.92% 9
2017
Q4 		$1.04M Sell
9,726
-100
-1% -$10.1K 0.63% 10
2017
Q3 		$939K Sell
9,826
-356
-3% -$32.8K 0.58% 10
2017
Q2 		$931K Buy
10,182
+397
+4% +$34.3K 0.52% 11
2017
Q1 		$860K Buy
9,785
+121
+1% +$10.7K 0.54% 13
2016
Q4 		$834K Buy
9,664
+790
+9% +$60.2K 0.92% 12
2016
Q3 		$591K Buy
+8,874
New +$579K 0.34% 15

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Asset Management's JPM Position: Q1 2020 in Review

American Asset Management sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 10,307 shares — an estimated $1.44M sold.

American Asset Management first reported a position in JPM in Q3 2016 and held it in 14 quarters. The position peaked at $1.44M in Q4 2019. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • American Asset Management reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • American Asset Management sold 10,307 JPMorgan Chase shares in Q1 2020, an estimated $1.44M.
  • American Asset Management first reported a position in JPMorgan Chase in Q3 2016 and held it in 14 quarters.
  • American Asset Management's JPMorgan Chase position peaked at $1.44M in Q4 2019.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on American Asset Management's 13F filing for Q1 2020, filed 12 May 2020.