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Assured Investment Management’s JPMorgan Chase JPM Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-75,900
Closed -$7.68M – 446
2019
Q1 		$7.68M Buy
75,900
+52,596
+226% +$5.42M 0.09% 88
2018
Q4 		$2.27M Sell
23,304
-37,866
-62% -$4.03M 0.06% 317
2018
Q3 		$6.9M Buy
+61,170
New +$6.94M 0.13% 171
2017
Q3 		– Sell
-15,338
Closed -$1.4M – 649
2017
Q2 		$1.4M Buy
+15,338
New +$1.32M 0.03% 327
2017
Q1 		– Sell
-12,157
Closed -$1.07M – 663
2016
Q4 		$1.05M Buy
12,157
+11,302
+1,322% +$862K 0.02% 305
2016
Q3 		$57K Sell
855
-15,574
-95% -$1.02M ﹤0.01% 573
2016
Q2 		$1.02M Buy
+16,429
New +$1.03M 0.02% 264
2016
Q1 		– Sell
-7,479
Closed -$494K – 671
2015
Q4 		$494K Buy
+7,479
New +$487K 0.01% 307
2015
Q2 		– Sell
-6,016
Closed -$364K – 692
2015
Q1 		$364K Buy
+6,016
New +$356K 0.01% 298
2014
Q1 		– Sell
-553,906
Closed -$32.4M – 272
2013
Q4 		$32.4M Buy
553,906
+188,000
+51% +$10.3M 0.58% 51
2013
Q3 		$18.9M Buy
365,906
+27,999
+8% +$1.5M 0.73% 46
2013
Q2 		$17.8M Buy
+337,907
New +$17.2M 0.74% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assured Investment Management's JPM Position: Q2 2019 in Review

Assured Investment Management sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 75,900 shares — an estimated $7.68M sold.

Assured Investment Management first reported a position in JPM in Q2 2013 and held it in 12 quarters. The position peaked at $32.4M in Q4 2013. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Assured Investment Management reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 75,900 JPMorgan Chase shares in Q2 2019, an estimated $7.68M.
  • Assured Investment Management first reported a position in JPMorgan Chase in Q2 2013 and held it in 12 quarters.
  • Assured Investment Management's JPMorgan Chase position peaked at $32.4M in Q4 2013.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.