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BKS Advisors’s JPMorgan Chase JPM Stock Holding History

BKS Advisors’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 		$1.21M Sell
11,938
-1,600
-12% -$165K 0.49% 57
2018
Q4 		$1.32M Buy
13,538
+6,520
+93% +$695K 0.6% 48
2018
Q3 		$791K Sell
7,018
-199
-3% -$22.6K 0.29% 87
2018
Q2 		$752K Sell
7,217
-87
-1% -$9.54K 0.27% 89
2018
Q1 		$803K Buy
7,304
+344
+5% +$39K 0.29% 85
2017
Q4 		$744K Sell
6,960
-341
-5% -$34.5K 0.27% 90
2017
Q3 		$697K Sell
7,301
-160
-2% -$14.8K 0.27% 91
2017
Q2 		$682K Buy
7,461
+175
+2% +$15.1K 0.28% 91
2017
Q1 		$640K Sell
7,286
-375
-5% -$33.1K 0.28% 94
2016
Q4 		$661K Buy
7,661
+1,030
+16% +$78.5K 0.31% 85
2016
Q3 		$442K Buy
6,631
+283
+4% +$18.5K 0.2% 103
2016
Q2 		$394K Hold
6,348
– – 0.2% 109
2016
Q1 		$376K Sell
6,348
-566
-8% -$33.1K 0.2% 107
2015
Q4 		$457K Buy
6,914
+34
+0.5% +$2.21K 0.24% 91
2015
Q3 		$419K Buy
6,880
+380
+6% +$24.9K 0.23% 85
2015
Q2 		$440K Buy
6,500
+951
+17% +$62.1K 0.21% 85
2015
Q1 		$336K Buy
+5,549
New +$329K 0.16% 97

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

BKS Advisors's JPM Position: Q1 2019 in Review

BKS Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2019, selling an estimated $165K and leaving 11,938 shares worth $1.21M. The position accounts for 0.49% of the portfolio, ranked #57.

BKS Advisors first reported a position in JPM in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2018. 2,599 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

  • BKS Advisors held 11,938 shares of JPMorgan Chase worth $1.21M as of Q1 2019.
  • BKS Advisors sold 1,600 JPMorgan Chase shares in Q1 2019, an estimated $165K.
  • JPMorgan Chase made up 0.49% of BKS Advisors's portfolio in Q1 2019, its #57 holding.
  • BKS Advisors first reported a position in JPMorgan Chase in Q1 2015 and has held it in 17 quarters since.
  • BKS Advisors's JPMorgan Chase position peaked at $1.32M in Q4 2018.
  • 2,599 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.