BMT Investment Advisors’s JPMorgan Chase JPM Stock Holding History

BMT Investment 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
2020 Q1	$3.89M	Hold	43,205	–	–	2.44%	4
2019 Q4	$6.02M	Buy	43,205 +2,500	+6%	+$321K	2.77%	2
2019 Q3	$4.79M	Buy	40,705 +2,750	+7%	+$311K	2.45%	2
2019 Q2	$4.24M	Buy	37,955 +100	+0.3%	+$11K	2.22%	2
2019 Q1	$3.83M	Buy	37,855 +1,118	+3%	+$115K	2.09%	3
2018 Q4	$3.59M	Buy	36,737 +2,400	+7%	+$256K	2.28%	1
2018 Q3	$3.88M	Buy	34,337 +700	+2%	+$79.5K	2.22%	2
2018 Q2	$3.5M	Buy	33,637 +1,500	+5%	+$165K	2.24%	2
2018 Q1	$3.53M	Buy	32,137 +3,175	+11%	+$359K	2.38%	1
2017 Q4	$3.1M	Buy	28,962 +3,063	+12%	+$310K	2.24%	1
2017 Q3	$2.47M	Buy	+25,899	New	+$2.39M	2.28%	1

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

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

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

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

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

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

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

BMT Investment Advisors's JPM Position: Q1 2020 in Review

BMT Investment Advisors held its JPMorgan Chase (JPM) position steady in Q1 2020 at 43,205 shares worth $3.89M. The position accounts for 2.44% of the portfolio, ranked #4.

BMT Investment Advisors first reported a position in JPM in Q3 2017 and has held it in 11 quarters since. The position peaked at $6.02M in Q4 2019. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

BMT Investment Advisors held 43,205 shares of JPMorgan Chase worth $3.89M as of Q1 2020.
BMT Investment Advisors left its JPMorgan Chase share count unchanged in Q1 2020.
JPMorgan Chase made up 2.44% of BMT Investment Advisors's portfolio in Q1 2020, its #4 holding.
BMT Investment Advisors first reported a position in JPMorgan Chase in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's JPMorgan Chase position peaked at $6.02M in Q4 2019.
2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.