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Biegel & Waller’s JPMorgan Chase JPM Stock Holding History

Biegel & Waller’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 		$386K Buy
3,276
+402
+14% +$45.5K 0.22% 43
2019
Q2 		$321K Sell
2,874
-89
-3% -$9.81K 0.16% 56
2019
Q1 		$300K Buy
2,963
+88
+3% +$9.07K 0.15% 58
2018
Q4 		$281K Buy
2,875
+107
+4% +$11.4K 0.17% 52
2018
Q3 		$312K Buy
2,768
+261
+10% +$29.6K 0.18% 53
2018
Q2 		$261K Sell
2,507
-300
-11% -$32.9K 0.16% 52
2018
Q1 		$309K Buy
2,807
+40
+1% +$4.53K 0.2% 39
2017
Q4 		$296K Hold
2,767
– – 0.17% 42
2017
Q3 		$264K Sell
2,767
-2,219
-45% -$205K 0.17% 41
2017
Q2 		$456K Hold
4,986
– – 0.28% 26
2017
Q1 		$438K Sell
4,986
-298
-6% -$26.3K 0.3% 24
2016
Q4 		$458K Buy
+5,284
New +$403K 0.32% 24

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

Biegel & Waller's JPM Position: Q3 2019 in Review

Biegel & Waller increased its JPMorgan Chase (JPM) stake by 14% in Q3 2019, buying an estimated $45.5K and bringing the position to 3,276 shares worth $386K. The position accounts for 0.22% of the portfolio, ranked #43.

Biegel & Waller first reported a position in JPM in Q4 2016 and has held it in 12 quarters since. The position peaked at $458K in Q4 2016. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Biegel & Waller held 3,276 shares of JPMorgan Chase worth $386K as of Q3 2019.
  • Biegel & Waller bought 402 JPMorgan Chase shares in Q3 2019, an estimated $45.5K.
  • JPMorgan Chase made up 0.22% of Biegel & Waller's portfolio in Q3 2019, its #43 holding.
  • Biegel & Waller first reported a position in JPMorgan Chase in Q4 2016 and has held it in 12 quarters since.
  • Biegel & Waller's JPMorgan Chase position peaked at $458K in Q4 2016.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.