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Beach Investment Management’s JPMorgan Chase JPM Stock Holding History

Beach Investment 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
2020
Q1 		$594K Sell
6,603
-1,157
-15% -$141K 2.06% 19
2019
Q4 		$1.08M Buy
7,760
+1,740
+29% +$223K 2.11% 17
2019
Q3 		$708K Sell
6,020
-10,800
-64% -$1.22M 1.59% 22
2019
Q2 		$1.88M Hold
16,820
– – 3.07% 12
2019
Q1 		$1.7M Hold
16,820
– – 3.06% 14
2018
Q4 		$1.64M Sell
16,820
-8,460
-33% -$901K 3.66% 11
2018
Q3 		$2.85M Sell
25,280
-8,310
-25% -$943K 4.45% 6
2018
Q2 		$3.5M Hold
33,590
– – 5.78% 2
2018
Q1 		$3.69M Hold
33,590
– – 5.98% 2
2017
Q4 		$3.59M Hold
33,590
– – 5.5% 2
2017
Q3 		$3.21M Sell
33,590
-9,630
-22% -$888K 5.58% 4
2017
Q2 		$3.95M Sell
43,220
-2,710
-6% -$234K 5.95% 2
2017
Q1 		$4.03M Hold
45,930
– – 6.34% 1
2016
Q4 		$3.96M Buy
45,930
+26,590
+137% +$2.03M 6.78% 1
2016
Q3 		$1.29M Hold
19,340
– – 2.43% 19
2016
Q2 		$1.2M Sell
19,340
-14,530
-43% -$908K 2.42% 17
2016
Q1 		$2.01M Buy
33,870
+27,760
+454% +$1.62M 3.65% 7
2015
Q4 		$403K Sell
6,110
-9,800
-62% -$638K 0.71% 41
2015
Q3 		$970K Sell
15,910
-21,270
-57% -$1.39M 2.02% 22
2015
Q2 		$2.52M Buy
37,180
+19,860
+115% +$1.3M 3.76% 9
2015
Q1 		$1.05M Sell
17,320
-14,100
-45% -$835K 1.54% 25
2014
Q4 		$1.97M Sell
31,420
-12,620
-29% -$759K 2.76% 10
2014
Q3 		$2.65M Buy
44,040
+34,670
+370% +$2.03M 3.88% 7
2014
Q2 		$540K Sell
9,370
-35,850
-79% -$2.02M 0.74% 48
2014
Q1 		$2.75M Buy
45,220
+16,980
+60% +$981K 3.63% 7
2013
Q4 		$1.65M Buy
+28,240
New +$1.55M 2.29% 17
2013
Q3 		– Sell
-38,630
Closed -$2.04M – 48
2013
Q2 		$2.04M Buy
+38,630
New +$1.96M 3.56% 6

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beach Investment Management's JPM Position: Q1 2020 in Review

Beach Investment Management reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2020, selling an estimated $141K and leaving 6,603 shares worth $594K. The position accounts for 2.06% of the portfolio, ranked #19.

Beach Investment Management first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.03M in Q1 2017. 2,783 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Beach Investment Management held 6,603 shares of JPMorgan Chase worth $594K as of Q1 2020.
  • Beach Investment Management sold 1,157 JPMorgan Chase shares in Q1 2020, an estimated $141K.
  • JPMorgan Chase made up 2.06% of Beach Investment Management's portfolio in Q1 2020, its #19 holding.
  • Beach Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
  • Beach Investment Management's JPMorgan Chase position peaked at $4.03M in Q1 2017.
  • 2,783 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Beach Investment Management's 13F filing for Q1 2020, filed 5 May 2020.