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Boston Advisors’s JPMorgan Chase JPM Stock Holding History

Boston 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
Q3 		$25.1M Sell
212,889
-15,599
-7% -$1.76M 1.31% 6
2019
Q2 		$25.5M Sell
228,488
-35,101
-13% -$3.87M 1.36% 6
2019
Q1 		$26.7M Sell
263,589
-32,280
-11% -$3.33M 1.36% 8
2018
Q4 		$28.9M Buy
295,869
+19,166
+7% +$2.04M 1.67% 6
2018
Q3 		$31.2M Buy
276,703
+33,446
+14% +$3.8M 1.35% 5
2018
Q2 		$25.3M Buy
243,257
+1,302
+0.5% +$143K 0.63% 35
2018
Q1 		$26.6M Sell
241,955
-270,858
-53% -$30.7M 0.68% 31
2017
Q4 		$54.8M Sell
512,813
-4,848
-0.9% -$491K 1.18% 11
2017
Q3 		$49.4M Buy
517,661
+1,112
+0.2% +$103K 1.12% 11
2017
Q2 		$47.2M Buy
516,549
+4,065
+0.8% +$351K 1.09% 12
2017
Q1 		$45M Sell
512,484
-20,405
-4% -$1.8M 1.06% 10
2016
Q4 		$46M Sell
532,889
-26,744
-5% -$2.04M 1.1% 9
2016
Q3 		$37.3M Sell
559,633
-25,301
-4% -$1.65M 0.92% 16
2016
Q2 		$36.3M Sell
584,934
-16,612
-3% -$1.04M 0.91% 18
2016
Q1 		$35.6M Sell
601,546
-17,879
-3% -$1.04M 0.88% 21
2015
Q4 		$40.9M Buy
619,425
+2,746
+0.4% +$179K 0.96% 19
2015
Q3 		$37.6M Sell
616,679
-324
-0.1% -$21.2K 1.41% 4
2015
Q2 		$41.8M Sell
617,003
-4,574
-0.7% -$299K 1.74% 2
2015
Q1 		$37.7M Buy
621,577
+20,268
+3% +$1.2M 1.49% 3
2014
Q4 		$37.6M Sell
601,309
-11,498
-2% -$692K 1.59% 6
2014
Q3 		$36.9M Sell
612,807
-238,782
-28% -$14M 1.57% 4
2014
Q2 		$49.1M Sell
851,589
-22,016
-3% -$1.24M 2.1% 1
2014
Q1 		$53M Sell
873,605
-83,211
-9% -$4.81M 2.36% 1
2013
Q4 		$56M Buy
956,816
+4,280
+0.4% +$234K 2.67% 1
2013
Q3 		$49.2M Sell
952,536
-263,433
-22% -$14.1M 2.61% 1
2013
Q2 		$64.2M Buy
+1,215,969
New +$61.8M 3.09% 1

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Boston Advisors's JPM Position: Q3 2019 in Review

Boston Advisors reduced its JPMorgan Chase (JPM) stake by 6.8% in Q3 2019, selling an estimated $1.76M and leaving 212,889 shares worth $25.1M. The position accounts for 1.31% of the portfolio, ranked #6.

Boston Advisors first reported a position in JPM in Q2 2013 and has held it in 26 quarters since. The position peaked at $64.2M in Q2 2013. 2,608 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Boston Advisors held 212,889 shares of JPMorgan Chase worth $25.1M as of Q3 2019.
  • Boston Advisors sold 15,599 JPMorgan Chase shares in Q3 2019, an estimated $1.76M.
  • JPMorgan Chase made up 1.31% of Boston Advisors's portfolio in Q3 2019, its #6 holding.
  • Boston Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's JPMorgan Chase position peaked at $64.2M in Q2 2013.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.