Asset Advisors Corp’s JPMorgan Chase JPM Stock Holding History

Asset Advisors Corp’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 Q2	$827K	Buy	7,938 +56	+0.7%	+$6.14K	0.14%	70
2018 Q1	$867K	Buy	7,882 +4,750	+152%	+$538K	0.15%	70
2017 Q4	$335K	Hold	3,132	–	–	0.05%	94
2017 Q3	$299K	Buy	3,132 +300	+11%	+$27.7K	0.05%	97
2017 Q2	$259K	Sell	2,832 -200	-7%	-$17.3K	0.05%	102
2017 Q1	$266K	Hold	3,032	–	–	0.05%	94
2016 Q4	$262K	Buy	3,032 +1,800	+146%	+$137K	0.05%	92
2016 Q3	$82K	Hold	1,232	–	–	0.02%	115
2016 Q2	$77K	Buy	1,232 +200	+19%	+$12.5K	0.02%	118
2016 Q1	$61K	Sell	1,032 -1,500	-59%	-$87.6K	0.01%	120
2015 Q4	$167K	Buy	2,532 +1,500	+145%	+$97.7K	0.04%	100
2015 Q3	$63K	Hold	1,032	–	–	0.02%	116
2015 Q2	$70K	Hold	1,032	–	–	0.02%	118
2015 Q1	$63K	Hold	1,032	–	–	0.01%	116
2014 Q4	$65K	Sell	1,032 -200	-16%	-$12K	0.01%	115
2014 Q3	$74K	Sell	1,232 -483	-28%	-$28.2K	0.02%	113
2014 Q2	$99K	Buy	1,715 +883	+106%	+$49.6K	0.02%	111
2014 Q1	$51K	Hold	832	–	–	0.01%	118
2013 Q4	$49K	Hold	832	–	–	0.01%	122
2013 Q3	$43K	Sell	832 -125	-13%	-$6.71K	0.01%	127
2013 Q2	$51K	Buy	+957	New	+$48.7K	0.02%	124

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Asset Advisors Corp's JPM Position: Q2 2018 in Review

Asset Advisors Corp increased its JPMorgan Chase (JPM) stake by 0.71% in Q2 2018, buying an estimated $6.14K and bringing the position to 7,938 shares worth $827K. The position accounts for 0.14% of the portfolio, ranked #70.

Asset Advisors Corp first reported a position in JPM in Q2 2013 and has held it in 21 quarters since. The position peaked at $867K in Q1 2018. 2,436 funds tracked by Wall St. Rank hold JPM as of Q2 2018.

Asset Advisors Corp held 7,938 shares of JPMorgan Chase worth $827K as of Q2 2018.
Asset Advisors Corp bought 56 JPMorgan Chase shares in Q2 2018, an estimated $6.14K.
JPMorgan Chase made up 0.14% of Asset Advisors Corp's portfolio in Q2 2018, its #70 holding.
Asset Advisors Corp first reported a position in JPMorgan Chase in Q2 2013 and has held it in 21 quarters since.
Asset Advisors Corp's JPMorgan Chase position peaked at $867K in Q1 2018.
2,436 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2018.

Based on Asset Advisors Corp's 13F filing for Q2 2018, filed 20 Jul 2018.