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Aviance Capital Management’s JPMorgan Chase JPM Stock Holding History

Aviance Capital 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
Q1 		$83K Buy
820
+758
+1,223% +$78.1K 0.01% 174
2018
Q4 		$6K Sell
62
-2,206
-97% -$235K ﹤0.01% 205
2018
Q3 		$256K Sell
2,268
-56,207
-96% -$6.38M 0.03% 143
2018
Q2 		$6.09M Sell
58,475
-6,580
-10% -$722K 0.51% 46
2018
Q1 		$7.15M Sell
65,055
-3,914
-6% -$443K 0.55% 46
2017
Q4 		$7.38M Sell
68,969
-43,527
-39% -$4.41M 0.53% 49
2017
Q3 		$8.17M Sell
112,496
-1,848
-2% -$170K 0.56% 42
2017
Q2 		$8.16M Buy
114,344
+108,513
+1,861% +$9.36M 0.51% 44
2017
Q1 		$512K Sell
5,831
-25
-0.4% -$2.21K 0.03% 150
2016
Q4 		$505K Sell
5,856
-17,261
-75% -$1.32M 0.03% 155
2016
Q3 		$1.54M Buy
23,117
+9
+0% +$587 0.04% 173
2016
Q2 		$1.44M Buy
23,108
+1,252
+6% +$78.2K 0.04% 165
2016
Q1 		$1.29M Buy
21,856
+15,017
+220% +$877K 0.04% 153
2015
Q4 		$451K Sell
6,839
-379
-5% -$24.7K 0.01% 229
2015
Q3 		$440K Buy
+7,218
New +$473K 0.02% 206
2015
Q2 		– Sell
-8,584
Closed -$520K – 153
2015
Q1 		$520K Sell
8,584
-98,387
-92% -$5.83M 0.02% 190
2014
Q4 		$6.7M Buy
106,971
+18,368
+21% +$1.11M 0.24% 78
2014
Q3 		$5.34M Buy
88,603
+80,138
+947% +$4.68M 0.21% 77
2014
Q2 		$488K Buy
8,465
+316
+4% +$17.8K 0.02% 229
2014
Q1 		$495K Buy
8,149
+3,070
+60% +$177K 0.03% 206
2013
Q4 		$297K Sell
5,079
-386
-7% -$21.1K 0.16% 106
2013
Q3 		$282K Buy
5,465
+2,016
+58% +$108K 0.16% 105
2013
Q2 		$182K Buy
+3,449
New +$175K 0.1% 145

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

Aviance Capital Management's JPM Position: Q1 2019 in Review

Aviance Capital Management increased its JPMorgan Chase (JPM) stake by 1,223% in Q1 2019, buying an estimated $78.1K and bringing the position to 820 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #174.

Aviance Capital Management first reported a position in JPM in Q2 2013 and has held it in 23 quarters since. The position peaked at $8.17M in Q3 2017. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Aviance Capital Management held 820 shares of JPMorgan Chase worth $83K as of Q1 2019.
  • Aviance Capital Management bought 758 JPMorgan Chase shares in Q1 2019, an estimated $78.1K.
  • JPMorgan Chase made up 0.01% of Aviance Capital Management's portfolio in Q1 2019, its #174 holding.
  • Aviance Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 23 quarters since.
  • Aviance Capital Management's JPMorgan Chase position peaked at $8.17M in Q3 2017.
  • 2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.