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AT Bancorp’s JPMorgan Chase JPM Stock Holding History

AT Bancorp’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
Q1 		$3.53M Sell
34,852
-7,666
-18% -$790K 0.43% 22
2018
Q4 		$4.15M Sell
42,518
-914
-2% -$97.4K 0.55% 20
2018
Q3 		$4.9M Sell
43,432
-600
-1% -$68.1K 0.53% 21
2018
Q2 		$4.59M Sell
44,032
-98
-0.2% -$10.8K 0.51% 21
2018
Q1 		$4.85M Sell
44,130
-6,706
-13% -$759K 0.52% 20
2017
Q4 		$5.44M Buy
50,836
+3,626
+8% +$367K 0.58% 19
2017
Q3 		$4.51M Sell
47,210
-3,632
-7% -$335K 0.51% 20
2017
Q2 		$4.65M Buy
50,842
+7,059
+16% +$609K 0.55% 19
2017
Q1 		$3.85M Buy
43,783
+1,882
+4% +$166K 0.49% 34
2016
Q4 		$3.62M Sell
41,901
-2,117
-5% -$161K 0.48% 34
2016
Q3 		$2.93M Sell
44,018
-1,490
-3% -$97.2K 0.4% 57
2016
Q2 		$2.83M Buy
45,508
+576
+1% +$36K 0.42% 75
2016
Q1 		$2.66M Sell
44,932
-282
-0.6% -$16.5K 0.4% 77
2015
Q4 		$2.99M Buy
45,214
+329
+0.7% +$21.4K 0.82% 38
2015
Q3 		$2.74M Buy
44,885
+743
+2% +$48.7K 0.79% 41
2015
Q2 		$2.99M Sell
44,142
-57,381
-57% -$3.75M 0.77% 40
2015
Q1 		$6.15M Buy
101,523
+40,855
+67% +$2.42M 1.7% 10
2014
Q4 		$3.8M Buy
60,668
+20,475
+51% +$1.23M 1.13% 27
2014
Q3 		$2.42M Sell
40,193
-1,446
-3% -$84.5K 0.71% 51
2014
Q2 		$2.4M Buy
41,639
+10,070
+32% +$566K 0.72% 52
2014
Q1 		$1.92M Sell
31,569
-50,940
-62% -$2.94M 0.59% 64
2013
Q4 		$4.82M Buy
82,509
+26,060
+46% +$1.43M 1.48% 20
2013
Q3 		$2.92M Buy
56,449
+39,802
+239% +$2.13M 1.03% 34
2013
Q2 		$879K Buy
+16,647
New +$846K 0.32% 98

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

AT Bancorp's JPM Position: Q1 2019 in Review

AT Bancorp reduced its JPMorgan Chase (JPM) stake by 18% in Q1 2019, selling an estimated $790K and leaving 34,852 shares worth $3.53M. The position accounts for 0.43% of the portfolio, ranked #22.

AT Bancorp first reported a position in JPM in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.15M in Q1 2015. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • AT Bancorp held 34,852 shares of JPMorgan Chase worth $3.53M as of Q1 2019.
  • AT Bancorp sold 7,666 JPMorgan Chase shares in Q1 2019, an estimated $790K.
  • JPMorgan Chase made up 0.43% of AT Bancorp's portfolio in Q1 2019, its #22 holding.
  • AT Bancorp first reported a position in JPMorgan Chase in Q2 2013 and has held it in 24 quarters since.
  • AT Bancorp's JPMorgan Chase position peaked at $6.15M in Q1 2015.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on AT Bancorp's 13F filing for Q1 2019, filed 13 May 2019.