BTS
JPM icon

BB&T Securities’s JPMorgan Chase JPM Stock Holding History

BB&T Securities’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 		$102M Sell
866,263
-39,169
-4% -$4.43M 0.93% 6
2019
Q2 		$101M Buy
905,432
+39,230
+5% +$4.33M 0.92% 7
2019
Q1 		$87.7M Buy
866,202
+61,530
+8% +$6.34M 0.85% 12
2018
Q4 		$78.6M Buy
804,672
+49,026
+6% +$5.22M 0.87% 12
2018
Q3 		$85.3M Buy
755,646
+26,445
+4% +$3M 0.84% 11
2018
Q2 		$76M Buy
729,201
+15,974
+2% +$1.75M 0.81% 10
2018
Q1 		$78.4M Buy
713,227
+31,373
+5% +$3.55M 0.89% 7
2017
Q4 		$72.9M Buy
681,854
+9,697
+1% +$982K 0.95% 8
2017
Q3 		$64.2M Buy
672,157
+15,071
+2% +$1.39M 0.87% 13
2017
Q2 		$60.1M Buy
657,086
+285,094
+77% +$24.6M 0.87% 11
2017
Q1 		$32.7M Buy
371,992
+19,002
+5% +$1.68M 0.45% 61
2016
Q4 		$26.7M Buy
352,990
+42,563
+14% +$3.25M 0.39% 67
2016
Q3 		$20.7M Buy
310,427
+29,788
+11% +$1.94M 0.31% 89
2016
Q2 		$17.4M Buy
280,639
+2,707
+1% +$169K 0.27% 98
2016
Q1 		$16.5M Buy
277,932
+146,914
+112% +$8.58M 0.27% 99
2015
Q4 		$8.65M Sell
131,018
-1,066
-0.8% -$69.4K 0.18% 123
2015
Q3 		$8.05M Buy
132,084
+3,134
+2% +$205K 0.18% 111
2015
Q2 		$8.74M Sell
128,950
-3,678
-3% -$240K 0.19% 110
2015
Q1 		$8.03M Buy
132,628
+4,738
+4% +$281K 0.18% 120
2014
Q4 		$8M Buy
127,890
+4,504
+4% +$271K 0.18% 119
2014
Q3 		$7.43M Sell
123,386
-436
-0.4% -$25.5K 0.17% 120
2014
Q2 		$7.13M Buy
123,822
+33,763
+37% +$1.9M 0.17% 117
2014
Q1 		$5.47M Buy
90,059
+8,014
+10% +$463K 0.14% 126
2013
Q4 		$4.8M Buy
82,045
+11,823
+17% +$648K 0.13% 136
2013
Q3 		$3.63M Buy
70,222
+15,792
+29% +$847K 0.11% 138
2013
Q2 		$2.87M Buy
+54,430
New +$2.77M 0.09% 159

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BB&T Securities's JPM Position: Q3 2019 in Review

BB&T Securities reduced its JPMorgan Chase (JPM) stake by 4.3% in Q3 2019, selling an estimated $4.43M and leaving 866,263 shares worth $102M. The position accounts for 0.93% of the portfolio, ranked #6.

BB&T Securities first reported a position in JPM in Q2 2013 and has held it in 26 quarters since. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • BB&T Securities held 866,263 shares of JPMorgan Chase worth $102M as of Q3 2019.
  • BB&T Securities sold 39,169 JPMorgan Chase shares in Q3 2019, an estimated $4.43M.
  • JPMorgan Chase made up 0.93% of BB&T Securities's portfolio in Q3 2019, its #6 holding.
  • BB&T Securities first reported a position in JPMorgan Chase in Q2 2013 and has held it in 26 quarters since.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.