Blackhill Capital’s JPMorgan Chase JPM Stock Holding History

Blackhill Capital’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	-350	Closed	-$34K	–	69
2018 Q4	$34K	Hold	350	–	–	0.01%	65
2018 Q3	$39K	Hold	350	–	–	0.01%	68
2018 Q2	$36K	Hold	350	–	–	0.01%	70
2018 Q1	$38K	Sell	350 -200	-36%	-$22.6K	0.01%	70
2017 Q4	$59K	Sell	550 -200	-27%	-$20.3K	0.01%	69
2017 Q3	$72K	Sell	750 -150	-17%	-$13.8K	0.01%	67
2017 Q2	$82K	Sell	900 -100	-10%	-$8.63K	0.02%	66
2017 Q1	$88K	Hold	1,000	–	–	0.02%	67
2016 Q4	$86K	Hold	1,000	–	–	0.02%	68
2016 Q3	$67K	Hold	1,000	–	–	0.01%	73
2016 Q2	$62K	Hold	1,000	–	–	0.01%	71
2016 Q1	$59K	Hold	1,000	–	–	0.01%	72
2015 Q4	$66K	Hold	1,000	–	–	0.01%	72
2015 Q3	$61K	Hold	1,000	–	–	0.01%	73
2015 Q2	$68K	Hold	1,000	–	–	0.01%	73
2015 Q1	$61K	Sell	1,000 -1,234	-55%	-$73.1K	0.01%	75
2014 Q4	$140K	Buy	2,234 +475	+27%	+$28.6K	0.02%	67
2014 Q3	$106K	Hold	1,759	–	–	0.01%	70
2014 Q2	$101K	Hold	1,759	–	–	0.01%	70
2014 Q1	$107K	Hold	1,759	–	–	0.02%	69
2013 Q4	$103K	Buy	1,759 +759	+76%	+$41.6K	0.02%	70
2013 Q3	$52K	Hold	1,000	–	–	0.01%	71
2013 Q2	$53K	Buy	+1,000	New	+$50.8K	0.01%	71

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blackhill Capital's JPM Position: Q1 2019 in Review

Blackhill Capital sold out of JPMorgan Chase (JPM) in Q1 2019, closing a stake of 350 shares — an estimated $34K sold.

Blackhill Capital first reported a position in JPM in Q2 2013 and held it in 23 quarters. The position peaked at $140K in Q4 2014. 2,600 funds tracked by Wall St. Rank hold JPM as of Q1 2019.

Blackhill Capital reported no remaining JPMorgan Chase position as of Q1 2019 after selling out during the quarter.
Blackhill Capital sold 350 JPMorgan Chase shares in Q1 2019, an estimated $34K.
Blackhill Capital first reported a position in JPMorgan Chase in Q2 2013 and held it in 23 quarters.
Blackhill Capital's JPMorgan Chase position peaked at $140K in Q4 2014.
2,600 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2019.

Based on Blackhill Capital's 13F filing for Q1 2019, filed 2 May 2019.