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Banced Corp’s JPMorgan Chase JPM Stock Holding History

Banced 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
2019
Q1 		– Sell
-11,360
Closed -$1.11M – 43
2018
Q4 		$1.11M Sell
11,360
-750
-6% -$79.9K 2.41% 5
2018
Q3 		$1.37M Sell
12,110
-309
-2% -$35.1K 2.33% 3
2018
Q2 		$1.29M Buy
12,419
+16
+0.1% +$1.75K 2.21% 4
2018
Q1 		$1.36M Sell
12,403
-1,107
-8% -$125K 2.42% 3
2017
Q4 		$1.44M Sell
13,510
-3
-0% -$304 2.39% 3
2017
Q3 		$1.29M Sell
13,513
-700
-5% -$64.6K 2.24% 3
2017
Q2 		$1.3M Buy
14,213
+92
+0.7% +$7.94K 2.4% 2
2017
Q1 		$1.24M Sell
14,121
-361
-2% -$31.8K 2.26% 3
2016
Q4 		$1.25M Sell
14,482
-1,609
-10% -$123K 2.36% 3
2016
Q3 		$1.07M Buy
16,091
+3,554
+28% +$232K 2.1% 6
2016
Q2 		$764K Sell
12,537
-5,761
-31% -$360K 1.43% 12
2016
Q1 		$1.08M Buy
18,298
+5,316
+41% +$310K 1.89% 10
2015
Q4 		$857K Buy
12,982
+445
+4% +$29K 1.53% 10
2015
Q3 		$764K Sell
12,537
-1,744
-12% -$114K 1.41% 12
2015
Q2 		$967K Buy
14,281
+467
+3% +$30.5K 1.31% 12
2015
Q1 		$837K Sell
13,814
-7,799
-36% -$462K 1.18% 16
2014
Q4 		$1.35M Buy
21,613
+256
+1% +$15.4K 1.47% 7
2014
Q3 		$1.29M Buy
21,357
+1,463
+7% +$85.5K 1.49% 6
2014
Q2 		$1.15M Sell
19,894
-2,397
-11% -$135K 1.38% 4
2014
Q1 		$1.35M Sell
22,291
-889
-4% -$51.4K 1.41% 4
2013
Q4 		$1.35M Sell
23,180
-2,482
-10% -$136K 1.36% 8
2013
Q3 		$1.33M Sell
25,662
-1,142
-4% -$61.3K 1.33% 10
2013
Q2 		$1.41M Buy
+26,804
New +$1.36M 1.45% 9

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

Banced Corp's JPM Position: Q1 2019 in Review

Banced Corp sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 11,360 shares — an estimated $1.11M sold.

Banced Corp first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $1.44M in Q4 2017. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • Banced Corp reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
  • Banced Corp sold 11,360 JPMorgan Chase shares in Q1 2019, an estimated $1.11M.
  • Banced Corp first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
  • Banced Corp's JPMorgan Chase position peaked at $1.44M in Q4 2017.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Banced Corp's 13F filing for Q1 2019.