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Boys Arnold & Co’s JPMorgan Chase JPM Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-68,386
Closed -$6.16M – 120
2020
Q1 		$6.16M Sell
68,386
-654
-0.9% -$79.5K 1.09% 20
2019
Q4 		$9.62M Buy
69,040
+403
+0.6% +$51.7K 1.31% 10
2019
Q3 		$8.08M Sell
68,637
-2,318
-3% -$262K 1.21% 14
2019
Q2 		$7.93M Sell
70,955
-1,013
-1% -$112K 1.15% 17
2019
Q1 		$7.29M Buy
71,968
+1,681
+2% +$173K 1.09% 16
2018
Q4 		$6.81M Sell
70,287
-611
-0.9% -$65.1K 1.12% 13
2018
Q3 		$8.05M Buy
70,898
+1,049
+2% +$119K 1.12% 13
2018
Q2 		$7.28M Sell
69,849
-1,051
-1% -$115K 1.07% 16
2018
Q1 		$7.9M Sell
70,900
-2,133
-3% -$242K 1.15% 14
2017
Q4 		$7.81M Sell
73,033
-1,401
-2% -$142K 1.17% 14
2017
Q3 		$7.11M Sell
74,434
-2,814
-4% -$260K 1.13% 16
2017
Q2 		$7.06M Sell
77,248
-2,837
-4% -$245K 0.91% 16
2017
Q1 		$7.04M Sell
80,085
-3,626
-4% -$320K 1.11% 18
2016
Q4 		$7.22M Sell
83,711
-1,362
-2% -$104K 1.2% 17
2016
Q3 		$5.67M Sell
85,073
-211
-0.2% -$13.8K 0.97% 26
2016
Q2 		$5.3M Buy
85,284
+42,606
+100% +$2.66M 0.91% 30
2016
Q1 		$2.53M Sell
42,678
-122,232
-74% -$7.14M 1% 26
2015
Q4 		$10.9M Buy
164,910
+77,706
+89% +$5.06M 1.19% 21
2015
Q3 		$5.32M Sell
87,204
-248
-0.3% -$16.2K 1.11% 22
2015
Q2 		$5.93M Sell
87,452
-1,506
-2% -$98.3K 1.15% 20
2015
Q1 		$5.39M Sell
88,958
-48
-0.1% -$2.84K 1.03% 24
2014
Q4 		$5.57M Buy
89,006
+1,407
+2% +$84.7K 1.08% 23
2014
Q3 		$5.28M Sell
87,599
-5,355
-6% -$313K 1.04% 28
2014
Q2 		$5.36M Buy
92,954
+127
+0.1% +$7.14K 0.93% 34
2014
Q1 		$5.64M Buy
92,827
+203
+0.2% +$11.7K 1.02% 30
2013
Q4 		$5.42M Buy
92,624
+1,942
+2% +$106K 1.03% 32
2013
Q3 		$4.69M Buy
90,682
+9,210
+11% +$494K 0.97% 33
2013
Q2 		$4.3M Buy
+81,472
New +$4.14M 0.93% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boys Arnold & Co's JPM Position: Q2 2020 in Review

Boys Arnold & Co sold out of JPMorgan Chase (JPM) in Q2 2020, closing a stake of 68,386 shares — an estimated $6.16M sold.

Boys Arnold & Co first reported a position in JPM in Q2 2013 and held it in 28 quarters. The position peaked at $10.9M in Q4 2015. 2,848 funds tracked by Wall St. Rank hold JPM as of Q2 2020.

  • Boys Arnold & Co reported no remaining JPMorgan Chase position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 68,386 JPMorgan Chase shares in Q2 2020, an estimated $6.16M.
  • Boys Arnold & Co first reported a position in JPMorgan Chase in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's JPMorgan Chase position peaked at $10.9M in Q4 2015.
  • 2,848 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.