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Bach Option’s JPMorgan Chase JPM Stock Holding History

Bach Option’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
Q3 		– Sell
-10,500
Closed -$1.17M – 82
2019
Q2 		$1.17M Hold
10,500
– – 0.37% 32
2019
Q1 		$1.06M Buy
+10,500
New +$1.08M 0.45% 38
2017
Q4 		– Sell
-12,000
Closed -$1.15M – 107
2017
Q3 		$1.15M Buy
+12,000
New +$1.11M 0.81% 28
2017
Q1 		– Sell
-22,000
Closed -$1.9M – 137
2016
Q4 		$1.9M Buy
22,000
+6,000
+38% +$458K 0.86% 12
2016
Q3 		$1.06M Sell
16,000
-8,000
-33% -$522K 0.49% 51
2016
Q2 		$1.49M Buy
24,000
+6,000
+33% +$375K 0.6% 17
2016
Q1 		$1.07M Buy
+18,000
New +$1.05M 0.64% 27

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bach Option's JPM Position: Q2 2019 in Review

Bach Option sold out of JPMorgan Chase (JPM) in Q2 2019, closing a stake of 3,959 shares — an estimated $437K sold.

Bach Option first reported a position in JPM in Q4 2017 and held it in 5 quarters. The position peaked at $401K in Q1 2019. 2,635 funds tracked by Wall St. Rank hold JPM as of Q2 2019.

  • Bach Option reported no remaining JPMorgan Chase position as of Q2 2019 after selling out during the quarter.
  • Bach Option sold 3,959 JPMorgan Chase shares in Q2 2019, an estimated $437K.
  • Bach Option first reported a position in JPMorgan Chase in Q4 2017 and held it in 5 quarters.
  • Bach Option's JPMorgan Chase position peaked at $401K in Q1 2019.
  • 2,635 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2019.

Based on Bach Option's 13F filing for Q2 2019, filed 25 Jul 2019.